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Diversified Trust’s Outset Medical OM Stock Holding History

Diversified 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
Q4 		– Sell
-793
Closed -$129K – 926
2023
Q3 		$129K Buy
793
+66
+9% +$15.6K ﹤0.01% 772
2023
Q2 		$239K Sell
727
-7
-1% -$2.13K 0.01% 709
2023
Q1 		$203K Hold
734
– – 0.01% 751
2022
Q4 		$284K Sell
734
-44
-6% -$12.4K 0.01% 604
2022
Q3 		$186K Buy
778
+88
+13% +$23.6K 0.01% 709
2022
Q2 		$154K Sell
690
-105
-13% -$45.2K 0.01% 705
2022
Q1 		$541K Buy
795
+158
+25% +$95.1K 0.02% 421
2021
Q4 		$440K Hold
637
– – 0.01% 502
2021
Q3 		$472K Buy
637
+273
+75% +$186K 0.02% 421
2021
Q2 		$273K Buy
+364
New +$278K 0.01% 584

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

Diversified Trust's OM Position: Q4 2023 in Review

Diversified Trust sold out of Outset Medical (OM) in Q4 2023, closing a stake of 793 shares — an estimated $129K sold.

Diversified Trust first reported a position in OM in Q2 2021 and held it in 10 quarters. The position peaked at $541K in Q1 2022. 140 funds tracked by Wall St. Rank hold OM as of Q4 2023.

  • Diversified Trust reported no remaining Outset Medical position as of Q4 2023 after selling out during the quarter.
  • Diversified Trust sold 793 Outset Medical shares in Q4 2023, an estimated $129K.
  • Diversified Trust first reported a position in Outset Medical in Q2 2021 and held it in 10 quarters.
  • Diversified Trust's Outset Medical position peaked at $541K in Q1 2022.
  • 140 funds tracked by Wall St. Rank held Outset Medical as of Q4 2023.

Based on Diversified Trust's 13F filing for Q4 2023, filed 8 Jan 2024.