Ellevest Inc’s Outset Medical OM Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-15	Closed	-$5.78K	–	2019
2022 Q4	$5.78K	Buy	+15	New	+$4.23K	﹤0.01%	1151
2021 Q4	–	Hold	0	–	–	–	1575
2021 Q3	–	Hold	0	–	–	–	1524

Other funds holding OM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EHI

Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return

Ellevest Inc's OM Position: Q1 2023 in Review

Ellevest Inc sold out of Outset Medical (OM) in Q1 2023, closing a stake of 15 shares — an estimated $5.78K sold.

Ellevest Inc first reported a position in OM in Q4 2022 and held it in 1 quarter. The position peaked at $5.78K in Q4 2022. 162 funds tracked by Wall St. Rank hold OM as of Q1 2023.

Ellevest Inc reported no remaining Outset Medical position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 15 Outset Medical shares in Q1 2023, an estimated $5.78K.
Ellevest Inc first reported a position in Outset Medical in Q4 2022 and held it in 1 quarter.
Ellevest Inc's Outset Medical position peaked at $5.78K in Q4 2022.
162 funds tracked by Wall St. Rank held Outset Medical as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.