PFO
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Pathstone Family Office’s OraSure Technologies OSUR Stock Holding History

Pathstone Family Office’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
2023
Q3 		$80.2K Buy
+13,526
New +$75.9K ﹤0.01% 1603
2023
Q1 		– Sell
-141,786
Closed -$1.1M – 1426
2022
Q4 		$1.1M Buy
141,786
+46,483
+49% +$213K 0.01% 756
2022
Q3 		$361K Buy
+95,303
New +$344K ﹤0.01% 1178

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CCM
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Dimensional Fund Advisors
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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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ACM
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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return