Valley National Advisers’s Outset Medical OM Stock Holding History

Valley National Advisers’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	-3	Closed	-$1K	–	1251
2023 Q3	$1K	Buy	+3	New	+$708	﹤0.01%	978

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

Valley National Advisers's OM Position: Q4 2023 in Review

Valley National Advisers sold out of Outset Medical (OM) in Q4 2023, closing a stake of 3 shares — an estimated $1K sold.

Valley National Advisers first reported a position in OM in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 140 funds tracked by Wall St. Rank hold OM as of Q4 2023.

Valley National Advisers reported no remaining Outset Medical position as of Q4 2023 after selling out during the quarter.
Valley National Advisers sold 3 Outset Medical shares in Q4 2023, an estimated $1K.
Valley National Advisers first reported a position in Outset Medical in Q3 2023 and held it in 1 quarter.
Valley National Advisers's Outset Medical position peaked at $1K in Q3 2023.
140 funds tracked by Wall St. Rank held Outset Medical as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.