AP
NARI

AtonRa Partners’s Inari Medical, Inc. Common Stock NARI Stock Holding History

AtonRa Partners’s Portfolio NARI Stock Details NARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$272K Sell
4,193
-384
-8% -$23.1K 0.54% 80
2023
Q3 		$299K Sell
4,577
-110
-2% -$6.92K 0.63% 78
2023
Q2 		$273K Sell
4,687
-1,070
-19% -$67.5K 0.42% 105
2023
Q1 		$355K Sell
5,757
-809
-12% -$48.5K 0.52% 92
2022
Q4 		$417K Buy
+6,566
New +$476K 0.53% 82

Other funds holding NARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AtonRa Partners's NARI Position: Q4 2023 in Review

AtonRa Partners reduced its Inari Medical, Inc. Common Stock (NARI) stake by 8.4% in Q4 2023, selling an estimated $23.1K and leaving 4,193 shares worth $272K. The position accounts for 0.54% of the portfolio, ranked #80.

AtonRa Partners first reported a position in NARI in Q4 2022 and has held it in 5 quarters since. The position peaked at $417K in Q4 2022. 252 funds tracked by Wall St. Rank hold NARI as of Q4 2023.

  • AtonRa Partners held 4,193 shares of Inari Medical, Inc. Common Stock worth $272K as of Q4 2023.
  • AtonRa Partners sold 384 Inari Medical, Inc. Common Stock shares in Q4 2023, an estimated $23.1K.
  • Inari Medical, Inc. Common Stock made up 0.54% of AtonRa Partners's portfolio in Q4 2023, its #80 holding.
  • AtonRa Partners first reported a position in Inari Medical, Inc. Common Stock in Q4 2022 and has held it in 5 quarters since.
  • AtonRa Partners's Inari Medical, Inc. Common Stock position peaked at $417K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.