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AAM
Advisors Asset Management’s
Merit Medical Systems
MMSI
Stock Holding History
Advisors Asset Management’s Portfolio
MMSI Stock Details
MMSI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-219
Closed
-$10K
–
1529
2020
Q3
$10K
Sell
219
-697
-76%
-$31.5K
﹤0.01%
1487
2020
Q2
$42K
Sell
916
-376
-29%
-$15.2K
﹤0.01%
1418
2020
Q1
$40K
Sell
1,292
-826
-39%
-$29.4K
﹤0.01%
1334
2019
Q4
$66K
Sell
2,118
-560
-21%
-$16K
﹤0.01%
1376
2019
Q3
$82K
Sell
2,678
-343
-11%
-$13.9K
﹤0.01%
1341
2019
Q2
$180K
Sell
3,021
-419
-12%
-$24K
﹤0.01%
1205
2019
Q1
$213K
Sell
3,440
-300
-8%
-$17K
﹤0.01%
1338
2018
Q4
$209K
Sell
3,740
-627
-14%
-$37.3K
﹤0.01%
1193
2018
Q3
$268K
Buy
4,367
+85
+2%
+$4.88K
﹤0.01%
1191
2018
Q2
$219K
Sell
4,282
-193
-4%
-$9.56K
﹤0.01%
1234
2018
Q1
$204K
Sell
4,475
-815
-15%
-$36.9K
﹤0.01%
1236
2017
Q4
$229K
Buy
5,290
+661
+14%
+$27.7K
﹤0.01%
1221
2017
Q3
$196K
Buy
4,629
+906
+24%
+$36.5K
﹤0.01%
1235
2017
Q2
$142K
Buy
3,723
+820
+28%
+$27.4K
﹤0.01%
1330
2017
Q1
$84K
Buy
2,903
+1,817
+167%
+$50.9K
﹤0.01%
1397
2016
Q4
$29K
Buy
+1,086
New
+$26.2K
﹤0.01%
1764
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
ACH
ArrowMark Colorado Holdings
Denver, Colorado
$3.76B AUM
21.77%
1-Year Est. Return
SV
Starboard Value
New York
$4.57B AUM
4.97%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
NI
Nuance Investments
Kansas City, Missouri
$717M AUM
3.8%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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