Carroll Financial Associates’s Merit Medical Systems MMSI Stock Holding History

Carroll Financial Associates’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 Q4	$2K	Hold	37	–	–	﹤0.01%	1486
2021 Q3	$2K	Hold	37	–	–	﹤0.01%	1563
2021 Q2	$2K	Hold	37	–	–	﹤0.01%	1573
2021 Q1	$2K	Hold	37	–	–	﹤0.01%	1511
2020 Q4	$2K	Hold	37	–	–	﹤0.01%	1400
2020 Q3	$1K	Hold	37	–	–	﹤0.01%	1425
2020 Q2	$1K	Hold	37	–	–	﹤0.01%	1440
2020 Q1	$1K	Hold	37	–	–	﹤0.01%	1378
2019 Q4	$1K	Hold	37	–	–	﹤0.01%	1453
2019 Q3	$1K	Hold	37	–	–	﹤0.01%	1426
2019 Q2	$2K	Buy	+37	New	+$2.12K	﹤0.01%	1380

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 $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 $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Carroll Financial Associates's MMSI Position: Q4 2021 in Review

Carroll Financial Associates held its Merit Medical Systems (MMSI) position steady in Q4 2021 at 37 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Carroll Financial Associates first reported a position in MMSI in Q2 2019 and has held it in 11 quarters since. 266 funds tracked by Wall St. Rank hold MMSI as of Q4 2021.

Carroll Financial Associates held 37 shares of Merit Medical Systems worth $2K as of Q4 2021.
Carroll Financial Associates left its Merit Medical Systems share count unchanged in Q4 2021.
Merit Medical Systems made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1486 holding.
Carroll Financial Associates first reported a position in Merit Medical Systems in Q2 2019 and has held it in 11 quarters since.
266 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.