D.A. Davidson & Co’s Outset Medical OM Stock Holding History

D.A. Davidson & Co’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
2024 Q1	–	Sell	-1,321	Closed	-$107K	–	1440
2023 Q4	$107K	Buy	1,321 +71	+6%	+$5.78K	﹤0.01%	1320
2023 Q3	$204K	Buy	1,250 +2	+0.2%	+$472	﹤0.01%	1225
2023 Q2	$410K	Buy	1,248 +393	+46%	+$120K	﹤0.01%	981
2023 Q1	$236K	Buy	855 +277	+48%	+$102K	﹤0.01%	1164
2022 Q4	$224K	Buy	+578	New	+$163K	﹤0.01%	1161

Other funds holding OM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

D.A. Davidson & Co's OM Position: Q1 2024 in Review

D.A. Davidson & Co sold out of Outset Medical (OM) in Q1 2024, closing a stake of 1,321 shares — an estimated $107K sold.

D.A. Davidson & Co first reported a position in OM in Q4 2022 and held it in 5 quarters. The position peaked at $410K in Q2 2023. 114 funds tracked by Wall St. Rank hold OM as of Q1 2024.

D.A. Davidson & Co reported no remaining Outset Medical position as of Q1 2024 after selling out during the quarter.
D.A. Davidson & Co sold 1,321 Outset Medical shares in Q1 2024, an estimated $107K.
D.A. Davidson & Co first reported a position in Outset Medical in Q4 2022 and held it in 5 quarters.
D.A. Davidson & Co's Outset Medical position peaked at $410K in Q2 2023.
114 funds tracked by Wall St. Rank held Outset Medical as of Q1 2024.

Based on D.A. Davidson & Co's 13F filing for Q1 2024, filed 13 May 2024.