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Morton Brown Family Wealth’s OraSure Technologies OSUR Stock Holding History

Morton Brown Family Wealth’s Portfolio OSUR Stock Details OSUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$820 – 274
2023
Q4 		$820 Buy
+100
New +$655 ﹤0.01% 263

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CCM
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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CC
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morton Brown Family Wealth's OSUR Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of OraSure Technologies (OSUR) in Q1 2024, closing a stake of 100 shares — an estimated $820 sold.

Morton Brown Family Wealth first reported a position in OSUR in Q4 2023 and held it in 1 quarter. The position peaked at $820 in Q4 2023. 235 funds tracked by Wall St. Rank hold OSUR as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining OraSure Technologies position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 100 OraSure Technologies shares in Q1 2024, an estimated $820.
  • Morton Brown Family Wealth first reported a position in OraSure Technologies in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's OraSure Technologies position peaked at $820 in Q4 2023.
  • 235 funds tracked by Wall St. Rank held OraSure Technologies as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.