Mount Yale Investment Advisors’s QuidelOrtho QDEL Stock Holding History

Mount Yale Investment Advisors’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 Q4	–	Sell	-304	Closed	-$20K	–	665
2018 Q3	$20K	Sell	304 -3	-1%	-$210	﹤0.01%	783
2018 Q2	$20K	Sell	307 -25	-8%	-$1.51K	﹤0.01%	794
2018 Q1	$17K	Buy	+332	New	+$15.5K	﹤0.01%	797

Other funds holding QDEL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of QuidelOrtho (QDEL) in Q4 2018, closing a stake of 304 shares — an estimated $20K sold.

Mount Yale Investment Advisors first reported a position in QDEL in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 158 funds tracked by Wall St. Rank hold QDEL as of Q4 2018.

Mount Yale Investment Advisors reported no remaining QuidelOrtho position as of Q4 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 304 QuidelOrtho shares in Q4 2018, an estimated $20K.
Mount Yale Investment Advisors first reported a position in QuidelOrtho in Q1 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's QuidelOrtho position peaked at $20K in Q3 2018.
158 funds tracked by Wall St. Rank held QuidelOrtho as of Q4 2018.

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