PMFA
OCDX

Plante Moran Financial Advisors’s Ortho Clinical Diagnostics Holdings plc Ordinary Shares OCDX Stock Holding History

Plante Moran Financial Advisors’s Portfolio OCDX Stock Details OCDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-83
Closed -$2K – 1131
2021
Q1 		$2K Buy
+83
New +$1.46K ﹤0.01% 941

Other funds holding OCDX

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Plante Moran Financial Advisors's OCDX Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Ortho Clinical Diagnostics Holdings plc Ordinary Shares (OCDX) in Q2 2021, closing a stake of 83 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in OCDX in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 106 funds tracked by Wall St. Rank hold OCDX as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Ortho Clinical Diagnostics Holdings plc Ordinary Shares position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 83 Ortho Clinical Diagnostics Holdings plc Ordinary Shares shares in Q2 2021, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Ortho Clinical Diagnostics Holdings plc Ordinary Shares in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Ortho Clinical Diagnostics Holdings plc Ordinary Shares position peaked at $2K in Q1 2021.
  • 106 funds tracked by Wall St. Rank held Ortho Clinical Diagnostics Holdings plc Ordinary Shares as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.