UBS AM
OM icon

UBS AM’s Outset Medical OM Stock Holding History

UBS AM’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
-9,240
Closed -$1.51M – 2585
2023
Q3 		$1.51M Buy
9,240
+308
+3% +$72.7K ﹤0.01% 1756
2023
Q2 		$2.47M Hold
8,932
– – ﹤0.01% 1552
2023
Q1 		$2.47M Buy
8,932
+1,648
+23% +$605K ﹤0.01% 1552
2022
Q4 		$2.82M Buy
7,284
+1,191
+20% +$336K ﹤0.01% 1382
2022
Q3 		$1.46M Sell
6,093
-204
-3% -$54.6K ﹤0.01% 1761
2022
Q2 		$1.4M Buy
6,297
+1,630
+35% +$701K ﹤0.01% 1788
2022
Q1 		$3.18M Buy
4,667
+2,169
+87% +$1.3M ﹤0.01% 1549
2021
Q4 		$1.73M Buy
2,498
+263
+12% +$194K ﹤0.01% 1940
2021
Q3 		$1.66M Buy
2,235
+532
+31% +$363K ﹤0.01% 1919
2021
Q2 		$1.28M Buy
+1,703
New +$1.3M ﹤0.01% 2075
2020
Q4 		– Sell
-1,474
Closed -$1.11M – 2574
2020
Q3 		$1.11M Buy
+1,474
New +$1.21M ﹤0.01% 1801

Other funds holding OM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
BG
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

UBS AM's OM Position: Q4 2023 in Review

UBS AM sold out of Outset Medical (OM) in Q4 2023, closing a stake of 9,240 shares — an estimated $1.51M sold.

UBS AM first reported a position in OM in Q3 2020 and held it in 11 quarters. The position peaked at $3.18M in Q1 2022. 140 funds tracked by Wall St. Rank hold OM as of Q4 2023.

  • UBS AM reported no remaining Outset Medical position as of Q4 2023 after selling out during the quarter.
  • UBS AM sold 9,240 Outset Medical shares in Q4 2023, an estimated $1.51M.
  • UBS AM first reported a position in Outset Medical in Q3 2020 and held it in 11 quarters.
  • UBS AM's Outset Medical position peaked at $3.18M in Q1 2022.
  • 140 funds tracked by Wall St. Rank held Outset Medical as of Q4 2023.

Based on UBS AM's 13F filing for Q4 2023, filed 14 Feb 2024.