Tiller Private Wealth’s OraSure Technologies OSUR Stock Holding History

Tiller Private Wealth’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 Q1	–	Sell	-83,502	Closed	-$402K	–	51
2022 Q4	$402K	Sell	83,502 -200,000	-71%	-$917K	0.24%	31
2022 Q3	$1.07M	Hold	283,502	–	–	0.69%	23
2022 Q2	$768K	Buy	283,502 +248,330	+706%	+$1.24M	0.47%	22
2022 Q1	$238K	Hold	35,172	–	–	0.14%	43
2021 Q4	$306K	Hold	35,172	–	–	0.19%	38
2021 Q3	$398K	Hold	35,172	–	–	0.3%	30
2021 Q2	$357K	Hold	35,172	–	–	0.38%	31
2021 Q1	$410K	Hold	35,172	–	–	0.51%	19
2020 Q4	$372K	Hold	35,172	–	–	0.5%	21
2020 Q3	$429K	Buy	35,172 +200	+0.6%	+$2.73K	0.79%	13
2020 Q2	$407K	Hold	34,972	–	–	0.83%	15
2020 Q1	$376K	Hold	34,972	–	–	0.43%	19
2019 Q4	$281K	Hold	34,972	–	–	0.23%	29
2019 Q3	$261K	Hold	34,972	–	–	0.22%	27
2019 Q2	$325K	Buy	34,972 +1,000	+3%	+$9.2K	0.27%	23
2019 Q1	$379K	Hold	33,972	–	–	0.33%	21
2018 Q4	$397K	Hold	33,972	–	–	0.35%	23
2018 Q3	$525K	Hold	33,972	–	–	0.37%	22
2018 Q2	$560K	Buy	33,972 +5,508	+19%	+$93K	0.39%	23
2018 Q1	$481K	Hold	28,464	–	–	0.35%	28
2017 Q4	$537K	Hold	28,464	–	–	0.41%	26
2017 Q3	$640K	Hold	28,464	–	–	0.5%	25
2017 Q2	$491K	Buy	28,464 +8,416	+42%	+$121K	0.39%	31
2017 Q1	$259K	Sell	20,048 -18,961	-49%	-$196K	0.2%	33
2016 Q4	$342K	Hold	39,009	–	–	0.27%	33
2016 Q3	$311K	Hold	39,009	–	–	0.26%	31
2016 Q2	$231K	Buy	39,009 +10,706	+38%	+$76.1K	0.19%	36
2016 Q1	$205K	Hold	28,303	–	–	0.17%	37
2015 Q4	$182K	Buy	+28,303	New	+$162K	0.17%	33

Other funds holding OSUR

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

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Tiller Private Wealth's OSUR Position: Q1 2023 in Review

Tiller Private Wealth sold out of OraSure Technologies (OSUR) in Q1 2023, closing a stake of 83,502 shares — an estimated $402K sold.

Tiller Private Wealth first reported a position in OSUR in Q4 2015 and held it in 29 quarters. The position peaked at $1.07M in Q3 2022. 196 funds tracked by Wall St. Rank hold OSUR as of Q1 2023.

Tiller Private Wealth reported no remaining OraSure Technologies position as of Q1 2023 after selling out during the quarter.
Tiller Private Wealth sold 83,502 OraSure Technologies shares in Q1 2023, an estimated $402K.
Tiller Private Wealth first reported a position in OraSure Technologies in Q4 2015 and held it in 29 quarters.
Tiller Private Wealth's OraSure Technologies position peaked at $1.07M in Q3 2022.
196 funds tracked by Wall St. Rank held OraSure Technologies as of Q1 2023.

Based on Tiller Private Wealth's 13F filing for Q1 2023, filed 3 May 2023.