CT
OM icon

Columbia Trust’s Outset Medical OM Stock Holding History

Columbia Trust’s Portfolio OM Stock Details OM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,531
Closed -$698K – 130
2023
Q1 		$698K Hold
2,531
– – 0.4% 70
2022
Q4 		$980K Hold
2,531
– – 0.55% 55
2022
Q3 		$605K Sell
2,531
-100
-4% -$26.8K 0.34% 76
2022
Q2 		$586K Sell
2,631
-150
-5% -$64.5K 0.31% 79
2022
Q1 		$1.83M Sell
2,781
-676
-20% -$407K 0.86% 31
2021
Q4 		$2.56M Hold
3,457
– – 1.36% 14
2021
Q3 		$2.56M Sell
3,457
-613
-15% -$418K 1.35% 14
2021
Q2 		$3.05M Sell
4,070
-1,030
-20% -$787K 1.74% 10
2021
Q1 		$4.16M Buy
+5,100
New +$3.93M 2.58% 6

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Columbia Trust's OM Position: Q2 2023 in Review

Columbia Trust sold out of Outset Medical (OM) in Q2 2023, closing a stake of 2,531 shares — an estimated $698K sold.

Columbia Trust first reported a position in OM in Q1 2021 and held it in 9 quarters. The position peaked at $4.16M in Q1 2021. 154 funds tracked by Wall St. Rank hold OM as of Q2 2023.

  • Columbia Trust reported no remaining Outset Medical position as of Q2 2023 after selling out during the quarter.
  • Columbia Trust sold 2,531 Outset Medical shares in Q2 2023, an estimated $698K.
  • Columbia Trust first reported a position in Outset Medical in Q1 2021 and held it in 9 quarters.
  • Columbia Trust's Outset Medical position peaked at $4.16M in Q1 2021.
  • 154 funds tracked by Wall St. Rank held Outset Medical as of Q2 2023.

Based on Columbia Trust's 13F filing for Q2 2023, filed 18 Jul 2023.