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Orion Portfolio Solutions’s Outset Medical OM Stock Holding History

Orion Portfolio Solutions’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
-744
Closed -$60.1K – 1731
2023
Q4 		$60.1K Sell
744
-480
-39% -$39.1K ﹤0.01% 1630
2023
Q3 		$200K Sell
1,224
-62
-5% -$14.6K ﹤0.01% 1552
2023
Q2 		$422K Sell
1,286
-20
-2% -$6.1K ﹤0.01% 1273
2023
Q1 		$360K Buy
+1,306
New +$479K ﹤0.01% 1274

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

Orion Portfolio Solutions's OM Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of Outset Medical (OM) in Q1 2024, closing a stake of 744 shares — an estimated $60.1K sold.

Orion Portfolio Solutions first reported a position in OM in Q1 2023 and held it in 4 quarters. The position peaked at $422K in Q2 2023. 114 funds tracked by Wall St. Rank hold OM as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining Outset Medical position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 744 Outset Medical shares in Q1 2024, an estimated $60.1K.
  • Orion Portfolio Solutions first reported a position in Outset Medical in Q1 2023 and held it in 4 quarters.
  • Orion Portfolio Solutions's Outset Medical position peaked at $422K in Q2 2023.
  • 114 funds tracked by Wall St. Rank held Outset Medical as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.