First Trust Advisors’s Outset Medical OM Stock Holding History

First Trust Advisors’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	-4,140	Closed	-$676K	–	2408
2023 Q3	$676K	Buy	+4,140	New	+$977K	﹤0.01%	2079
2022 Q3	–	Sell	-3,248	Closed	-$724K	–	2569
2022 Q2	$724K	Buy	3,248 +1,133	+54%	+$487K	﹤0.01%	2089
2022 Q1	$1.44M	Sell	2,115 -79	-4%	-$47.5K	﹤0.01%	1903
2021 Q4	$1.52M	Buy	+2,194	New	+$1.62M	﹤0.01%	1897

Other funds holding OM

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

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

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

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

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

First Trust Advisors's OM Position: Q4 2023 in Review

First Trust Advisors sold out of Outset Medical (OM) in Q4 2023, closing a stake of 4,140 shares — an estimated $676K sold.

First Trust Advisors first reported a position in OM in Q4 2021 and held it in 4 quarters. The position peaked at $1.52M in Q4 2021. 140 funds tracked by Wall St. Rank hold OM as of Q4 2023.

First Trust Advisors reported no remaining Outset Medical position as of Q4 2023 after selling out during the quarter.
First Trust Advisors sold 4,140 Outset Medical shares in Q4 2023, an estimated $676K.
First Trust Advisors first reported a position in Outset Medical in Q4 2021 and held it in 4 quarters.
First Trust Advisors's Outset Medical position peaked at $1.52M in Q4 2021.
140 funds tracked by Wall St. Rank held Outset Medical as of Q4 2023.

Based on First Trust Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.