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Crossmark Global Holdings’s Outset Medical OM Stock Holding History

Crossmark Global Holdings’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
Q4 		– Sell
-731
Closed -$106K – 1309
2023
Q3 		$106K Buy
731
+34
+5% +$8.03K ﹤0.01% 1237
2023
Q2 		$205K Hold
697
– – ﹤0.01% 1247
2023
Q1 		$192K Buy
697
+1
+0.1% +$367 ﹤0.01% 1236
2022
Q4 		$270K Buy
+696
New +$196K 0.01% 1058
2022
Q2 		– Sell
-579
Closed -$394K – 1327
2022
Q1 		$394K Buy
579
+266
+85% +$160K 0.01% 1016
2021
Q4 		$216K Buy
+313
New +$231K ﹤0.01% 1310

Other funds holding OM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Crossmark Global Holdings's OM Position: Q4 2023 in Review

Crossmark Global Holdings sold out of Outset Medical (OM) in Q4 2023, closing a stake of 731 shares — an estimated $106K sold.

Crossmark Global Holdings first reported a position in OM in Q4 2021 and held it in 6 quarters. The position peaked at $394K in Q1 2022. 140 funds tracked by Wall St. Rank hold OM as of Q4 2023.

  • Crossmark Global Holdings reported no remaining Outset Medical position as of Q4 2023 after selling out during the quarter.
  • Crossmark Global Holdings sold 731 Outset Medical shares in Q4 2023, an estimated $106K.
  • Crossmark Global Holdings first reported a position in Outset Medical in Q4 2021 and held it in 6 quarters.
  • Crossmark Global Holdings's Outset Medical position peaked at $394K in Q1 2022.
  • 140 funds tracked by Wall St. Rank held Outset Medical as of Q4 2023.

Based on Crossmark Global Holdings's 13F filing for Q4 2023, filed 13 Feb 2024.