AG
MMSI icon

AlphaSimPlex Group’s Merit Medical Systems MMSI Stock Holding History

AlphaSimPlex Group’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
2022
Q1 		– Sell
-3,281
Closed -$204K – 120
2021
Q4 		$204K Sell
3,281
-2,602
-44% -$174K 0.35% 131
2021
Q3 		$422K Sell
5,883
-8,935
-60% -$606K 0.35% 112
2021
Q2 		$958K Hold
14,818
– – 0.48% 74
2021
Q1 		$887K Hold
14,818
– – 0.37% 117
2020
Q4 		$823K Buy
14,818
+1,427
+11% +$73.6K 0.29% 150
2020
Q3 		$583K Buy
13,391
+3,031
+29% +$137K 0.27% 168
2020
Q2 		$473K Buy
+10,360
New +$418K 0.35% 143

Other funds holding MMSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return