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Mount Yale Investment Advisors’s OraSure Technologies OSUR Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-61
Closed -$1K – 635
2018
Q3 		$1K Sell
61
-1,098
-95% -$18K ﹤0.01% 919
2018
Q2 		$19K Sell
1,159
-5
-0.4% -$84 ﹤0.01% 807
2018
Q1 		$20K Buy
+1,164
New +$22.1K ﹤0.01% 770

Other funds holding OSUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Mount Yale Investment Advisors's OSUR Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of OraSure Technologies (OSUR) in Q4 2018, closing a stake of 61 shares — an estimated $1K sold.

Mount Yale Investment Advisors first reported a position in OSUR in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q1 2018. 190 funds tracked by Wall St. Rank hold OSUR as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining OraSure Technologies position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 61 OraSure Technologies shares in Q4 2018, an estimated $1K.
  • Mount Yale Investment Advisors first reported a position in OraSure Technologies in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's OraSure Technologies position peaked at $20K in Q1 2018.
  • 190 funds tracked by Wall St. Rank held OraSure Technologies as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.