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UBS O'Connor’s Establishment Labs ESTA Stock Holding History

UBS O'Connor’s Portfolio ESTA Stock Details ESTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26,358
Closed -$1.14M – 478
2024
Q3 		$1.14M Sell
26,358
-2,087
-7% -$90.7K 0.03% 263
2024
Q2 		$1.29M Sell
28,445
-10,000
-26% -$507K 0.04% 262
2024
Q1 		$1.96M Sell
38,445
-10,000
-21% -$401K 0.06% 176
2023
Q4 		$1.25M Buy
48,445
+8,543
+21% +$250K 0.04% 245
2023
Q3 		$1.96M Buy
39,902
+3,000
+8% +$179K 0.03% 247
2023
Q2 		$2.53M Buy
36,902
+7,713
+26% +$533K 0.05% 223
2023
Q1 		$1.98M Buy
+29,189
New +$2M 0.05% 313
2022
Q4 		– Sell
-17,926
Closed -$979K – 108
2022
Q3 		$979K Sell
17,926
-11,500
-39% -$687K 0.01% 750
2022
Q2 		$1.6M Buy
+29,426
New +$1.87M 0.02% 696

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

UBS O'Connor's ESTA Position: Q4 2024 in Review

UBS O'Connor sold out of Establishment Labs (ESTA) in Q4 2024, closing a stake of 26,358 shares — an estimated $1.14M sold.

UBS O'Connor first reported a position in ESTA in Q2 2022 and held it in 9 quarters. The position peaked at $2.53M in Q2 2023. 122 funds tracked by Wall St. Rank hold ESTA as of Q4 2024.

  • UBS O'Connor reported no remaining Establishment Labs position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 26,358 Establishment Labs shares in Q4 2024, an estimated $1.14M.
  • UBS O'Connor first reported a position in Establishment Labs in Q2 2022 and held it in 9 quarters.
  • UBS O'Connor's Establishment Labs position peaked at $2.53M in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Establishment Labs as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.