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Valeo Financial Advisors’s OraSure Technologies OSUR Stock Holding History

Valeo Financial Advisors’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
Q3 		– Sell
-1,088
Closed -$13K – 1984
2020
Q2 		$13K Sell
1,088
-248
-19% -$3.22K ﹤0.01% 1202
2020
Q1 		$14K Hold
1,336
– – ﹤0.01% 985
2019
Q4 		$11K Buy
1,336
+16
+1% +$129 ﹤0.01% 1092
2019
Q3 		$10K Buy
+1,320
New +$10.3K ﹤0.01% 1031

Other funds holding OSUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.86B AUM 20.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Valeo Financial Advisors's OSUR Position: Q3 2020 in Review

Valeo Financial Advisors sold out of OraSure Technologies (OSUR) in Q3 2020, closing a stake of 1,088 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in OSUR in Q3 2019 and held it in 4 quarters. The position peaked at $14K in Q1 2020. 194 funds tracked by Wall St. Rank hold OSUR as of Q3 2020.

  • Valeo Financial Advisors reported no remaining OraSure Technologies position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,088 OraSure Technologies shares in Q3 2020, an estimated $13K.
  • Valeo Financial Advisors first reported a position in OraSure Technologies in Q3 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's OraSure Technologies position peaked at $14K in Q1 2020.
  • 194 funds tracked by Wall St. Rank held OraSure Technologies as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.