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Mascoma Wealth Management’s QuidelOrtho QDEL Stock Holding History

Mascoma Wealth Management’s Portfolio QDEL Stock Details QDEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-700
Closed -$47K – 406
2018
Q2 		$47K Buy
+700
New +$42.3K 0.03% 158

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OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mascoma Wealth Management's QDEL Position: Q3 2018 in Review

Mascoma Wealth Management sold out of QuidelOrtho (QDEL) in Q3 2018, closing a stake of 700 shares — an estimated $47K sold.

Mascoma Wealth Management first reported a position in QDEL in Q2 2018 and held it in 1 quarter. The position peaked at $47K in Q2 2018. 169 funds tracked by Wall St. Rank hold QDEL as of Q3 2018.

  • Mascoma Wealth Management reported no remaining QuidelOrtho position as of Q3 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 700 QuidelOrtho shares in Q3 2018, an estimated $47K.
  • Mascoma Wealth Management first reported a position in QuidelOrtho in Q2 2018 and held it in 1 quarter.
  • Mascoma Wealth Management's QuidelOrtho position peaked at $47K in Q2 2018.
  • 169 funds tracked by Wall St. Rank held QuidelOrtho as of Q3 2018.

Based on Mascoma Wealth Management's 13F filing for Q3 2018, filed 8 Nov 2018.