Baird Financial Group
MMSI icon

Baird Financial Group’s Merit Medical Systems MMSI Stock Holding History

Baird Financial 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
Q3 		– Sell
-4,260
Closed -$231K – 1786
2022
Q2 		$231K Sell
4,260
-1,160
-21% -$70.8K ﹤0.01% 1658
2022
Q1 		$361K Sell
5,420
-63
-1% -$3.79K ﹤0.01% 1552
2021
Q4 		$342K Sell
5,483
-5,539
-50% -$371K ﹤0.01% 1617
2021
Q3 		$791K Buy
+11,022
New +$748K ﹤0.01% 1293

Other funds holding MMSI

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Baird Financial Group's MMSI Position: Q3 2022 in Review

Baird Financial Group sold out of Merit Medical Systems (MMSI) in Q3 2022, closing a stake of 4,260 shares — an estimated $231K sold.

Baird Financial Group first reported a position in MMSI in Q3 2021 and held it in 4 quarters. The position peaked at $791K in Q3 2021. 242 funds tracked by Wall St. Rank hold MMSI as of Q3 2022.

  • Baird Financial Group reported no remaining Merit Medical Systems position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 4,260 Merit Medical Systems shares in Q3 2022, an estimated $231K.
  • Baird Financial Group first reported a position in Merit Medical Systems in Q3 2021 and held it in 4 quarters.
  • Baird Financial Group's Merit Medical Systems position peaked at $791K in Q3 2021.
  • 242 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.