Envestnet Asset Management
OM icon

Envestnet Asset Management’s Outset Medical OM Stock Holding History

Envestnet Asset Management’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
-2,976
Closed -$241K – 4253
2023
Q4 		$241K Buy
2,976
+85
+3% +$6.92K ﹤0.01% 3732
2023
Q3 		$472K Buy
2,891
+1,844
+176% +$435K ﹤0.01% 3293
2023
Q2 		$344K Sell
1,047
-302
-22% -$92.1K ﹤0.01% 3417
2023
Q1 		$372K Buy
1,349
+607
+82% +$223K ﹤0.01% 3334
2022
Q4 		$288K Sell
742
-140
-16% -$39.5K ﹤0.01% 3454
2022
Q3 		$211K Buy
882
+70
+9% +$18.7K ﹤0.01% 3550
2022
Q2 		$181K Sell
812
-224
-22% -$96.4K ﹤0.01% 3635
2022
Q1 		$706K Buy
1,036
+74
+8% +$44.5K ﹤0.01% 2908
2021
Q4 		$665K Buy
+962
New +$711K ﹤0.01% 2894

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ensign Peak Advisors
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

Envestnet Asset Management's OM Position: Q1 2024 in Review

Envestnet Asset Management sold out of Outset Medical (OM) in Q1 2024, closing a stake of 2,976 shares — an estimated $241K sold.

Envestnet Asset Management first reported a position in OM in Q4 2021 and held it in 9 quarters. The position peaked at $706K in Q1 2022. 114 funds tracked by Wall St. Rank hold OM as of Q1 2024.

  • Envestnet Asset Management reported no remaining Outset Medical position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 2,976 Outset Medical shares in Q1 2024, an estimated $241K.
  • Envestnet Asset Management first reported a position in Outset Medical in Q4 2021 and held it in 9 quarters.
  • Envestnet Asset Management's Outset Medical position peaked at $706K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held Outset Medical as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.