Calamos Advisors’s Merit Medical Systems MMSI Stock Holding History

Calamos 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
2023 Q3	–	Sell	-12,517	Closed	-$1.05M	–	968
2023 Q2	$1.05M	Buy	+12,517	New	+$1.02M	0.01%	703
2021 Q4	–	Sell	-47,532	Closed	-$3.41M	–	1144
2021 Q3	$3.41M	Buy	+47,532	New	+$3.23M	0.01%	692
2019 Q3	–	Sell	-86,067	Closed	-$5.13M	–	781
2019 Q2	$5.13M	Buy	+86,067	New	+$4.94M	0.03%	517

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Calamos Advisors's MMSI Position: Q3 2023 in Review

Calamos Advisors sold out of Merit Medical Systems (MMSI) in Q3 2023, closing a stake of 12,517 shares — an estimated $1.05M sold.

Calamos Advisors first reported a position in MMSI in Q2 2019 and held it in 3 quarters. The position peaked at $5.13M in Q2 2019. 272 funds tracked by Wall St. Rank hold MMSI as of Q3 2023.

Calamos Advisors reported no remaining Merit Medical Systems position as of Q3 2023 after selling out during the quarter.
Calamos Advisors sold 12,517 Merit Medical Systems shares in Q3 2023, an estimated $1.05M.
Calamos Advisors first reported a position in Merit Medical Systems in Q2 2019 and held it in 3 quarters.
Calamos Advisors's Merit Medical Systems position peaked at $5.13M in Q2 2019.
272 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2023.

Based on Calamos Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.