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Berman Capital Advisors’s Merit Medical Systems MMSI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Hold
27
– – ﹤0.01% 1908
2021
Q2 		$1K Hold
27
– – ﹤0.01% 1771
2021
Q1 		$1K Hold
27
– – ﹤0.01% 1665
2020
Q4 		$1K Hold
27
– – ﹤0.01% 1558
2020
Q3 		$1K Hold
27
– – ﹤0.01% 1470
2020
Q2 		$1K Hold
27
– – ﹤0.01% 1456
2020
Q1 		$0 Buy
+27
New +$962 ﹤0.01% 1592

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
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Berman Capital Advisors's MMSI Position: Q3 2021 in Review

Berman Capital Advisors held its Merit Medical Systems (MMSI) position steady in Q3 2021 at 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Berman Capital Advisors first reported a position in MMSI in Q1 2020 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold MMSI as of Q3 2021.

  • Berman Capital Advisors held 27 shares of Merit Medical Systems worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Merit Medical Systems share count unchanged in Q3 2021.
  • Merit Medical Systems made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1908 holding.
  • Berman Capital Advisors first reported a position in Merit Medical Systems in Q1 2020 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.