O'Neil Global Advisors’s Arm ARM Stock Holding History

O'Neil Global Advisors’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-35,415	Closed	-$5.07M	–	40
2024 Q3	$5.07M	Buy	35,415 +32,165	+990%	+$4.57M	1.29%	14
2024 Q2	$532K	Buy	+3,250	New	+$404K	0.25%	31
2024 Q1	–	Sell	-8,830	Closed	-$664K	–	40
2023 Q4	$664K	Buy	+8,830	New	+$516K	0.39%	29

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

O'Neil Global Advisors's ARM Position: Q4 2024 in Review

O'Neil Global Advisors sold out of Arm (ARM) in Q4 2024, closing a stake of 35,415 shares — an estimated $5.07M sold.

O'Neil Global Advisors first reported a position in ARM in Q4 2023 and held it in 3 quarters. The position peaked at $5.07M in Q3 2024. 638 funds tracked by Wall St. Rank hold ARM as of Q4 2024.

O'Neil Global Advisors reported no remaining Arm position as of Q4 2024 after selling out during the quarter.
O'Neil Global Advisors sold 35,415 Arm shares in Q4 2024, an estimated $5.07M.
O'Neil Global Advisors first reported a position in Arm in Q4 2023 and held it in 3 quarters.
O'Neil Global Advisors's Arm position peaked at $5.07M in Q3 2024.
638 funds tracked by Wall St. Rank held Arm as of Q4 2024.

Based on O'Neil Global Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.