Oak Ridge Investments’s Outset Medical OM Stock Holding History

Oak Ridge Investments’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	-4,529	Closed	-$739K	–	153
2023 Q3	$739K	Sell	4,529 -91	-2%	-$21.5K	0.09%	125
2023 Q2	$1.52M	Sell	4,620 -270	-6%	-$82.3K	0.19%	110
2023 Q1	$1.35M	Buy	+4,890	New	+$1.8M	0.18%	108

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

Oak Ridge Investments's OM Position: Q4 2023 in Review

Oak Ridge Investments sold out of Outset Medical (OM) in Q4 2023, closing a stake of 4,529 shares — an estimated $739K sold.

Oak Ridge Investments first reported a position in OM in Q1 2023 and held it in 3 quarters. The position peaked at $1.52M in Q2 2023. 140 funds tracked by Wall St. Rank hold OM as of Q4 2023.

Oak Ridge Investments reported no remaining Outset Medical position as of Q4 2023 after selling out during the quarter.
Oak Ridge Investments sold 4,529 Outset Medical shares in Q4 2023, an estimated $739K.
Oak Ridge Investments first reported a position in Outset Medical in Q1 2023 and held it in 3 quarters.
Oak Ridge Investments's Outset Medical position peaked at $1.52M in Q2 2023.
140 funds tracked by Wall St. Rank held Outset Medical as of Q4 2023.

Based on Oak Ridge Investments's 13F filing for Q4 2023, filed 16 Jan 2024.