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Next Financial Group’s OraSure Technologies OSUR Stock Holding History

Next Financial Group’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
2020
Q4 		– Sell
-9,961
Closed -$121K – 2394
2020
Q3 		$121K Buy
+9,961
New +$136K 0.01% 782
2017
Q4 		– Sell
-300
Closed -$6K – 1037
2017
Q3 		$6K Buy
+300
New +$6.04K ﹤0.01% 1375

Other funds holding OSUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Waddell & Reed Financial
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deerfield Management
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Next Financial Group's OSUR Position: Q4 2020 in Review

Next Financial Group sold out of OraSure Technologies (OSUR) in Q4 2020, closing a stake of 9,961 shares — an estimated $121K sold.

Next Financial Group first reported a position in OSUR in Q3 2017 and held it in 2 quarters. The position peaked at $121K in Q3 2020. 200 funds tracked by Wall St. Rank hold OSUR as of Q4 2020.

  • Next Financial Group reported no remaining OraSure Technologies position as of Q4 2020 after selling out during the quarter.
  • Next Financial Group sold 9,961 OraSure Technologies shares in Q4 2020, an estimated $121K.
  • Next Financial Group first reported a position in OraSure Technologies in Q3 2017 and held it in 2 quarters.
  • Next Financial Group's OraSure Technologies position peaked at $121K in Q3 2020.
  • 200 funds tracked by Wall St. Rank held OraSure Technologies as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.