Optimum Investment Advisors’s QuidelOrtho QDEL Stock Holding History

Optimum 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
2023 Q4	–	Sell	-100	Closed	-$7.3K	–	706
2023 Q3	$7.3K	Hold	100	–	–	﹤0.01%	576
2023 Q2	$8.29K	Hold	100	–	–	﹤0.01%	566
2023 Q1	$8.91K	Hold	100	–	–	﹤0.01%	576
2022 Q4	$8.57K	Hold	100	–	–	﹤0.01%	584
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	619
2022 Q2	$10K	Hold	100	–	–	0.01%	604
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	642
2021 Q4	$13K	Hold	100	–	–	0.01%	652
2021 Q3	$14K	Hold	100	–	–	0.01%	640
2021 Q2	$13K	Hold	100	–	–	﹤0.01%	724
2021 Q1	$13K	Hold	100	–	–	﹤0.01%	734
2020 Q4	$18K	Hold	100	–	–	0.01%	638
2020 Q3	$22K	Buy	+100	New	+$22.3K	0.01%	593

Other funds holding QDEL

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Optimum Investment Advisors's QDEL Position: Q4 2023 in Review

Optimum Investment Advisors sold out of QuidelOrtho (QDEL) in Q4 2023, closing a stake of 100 shares — an estimated $7.3K sold.

Optimum Investment Advisors first reported a position in QDEL in Q3 2020 and held it in 13 quarters. The position peaked at $22K in Q3 2020. 306 funds tracked by Wall St. Rank hold QDEL as of Q4 2023.

Optimum Investment Advisors reported no remaining QuidelOrtho position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 100 QuidelOrtho shares in Q4 2023, an estimated $7.3K.
Optimum Investment Advisors first reported a position in QuidelOrtho in Q3 2020 and held it in 13 quarters.
Optimum Investment Advisors's QuidelOrtho position peaked at $22K in Q3 2020.
306 funds tracked by Wall St. Rank held QuidelOrtho as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.