Financial Gravity Asset Management’s Merit Medical Systems MMSI Stock Holding History

Financial Gravity Asset Management’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	$72K	Buy	+43	New	+$2.92K	0.03%	450
2019 Q4	–	Sell	-193	Closed	-$6K	–	1595
2019 Q3	$6K	Sell	193 -448	-70%	-$18.1K	0.01%	669
2019 Q2	$38K	Buy	641 +629	+5,242%	+$36.1K	0.03%	376
2019 Q1	$1K	Buy	+12	New	+$681	﹤0.01%	1144
2018 Q3	$1K	Sell	18 -4	-18%	-$230	﹤0.01%	1186
2018 Q2	$1K	Sell	22 -894	-98%	-$44.3K	﹤0.01%	1210
2018 Q1	$46K	Buy	+916	New	+$41.5K	0.05%	330

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

ACH

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

Starboard Value New York $4.52B AUM 19.34% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Financial Gravity Asset Management's MMSI Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Merit Medical Systems (MMSI) in Q3 2021: 43 shares worth $72K. The stake represents 0.03% of the portfolio and ranks #450 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MMSI as recently as Q3 2019.

Financial Gravity Asset Management first reported a position in MMSI in Q1 2018 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold MMSI as of Q3 2021.

Financial Gravity Asset Management held 43 shares of Merit Medical Systems worth $72K as of Q3 2021.
Merit Medical Systems was a new Financial Gravity Asset Management position in Q3 2021.
Merit Medical Systems made up 0.03% of Financial Gravity Asset Management's portfolio in Q3 2021, its #450 holding.
Financial Gravity Asset Management first reported a position in Merit Medical Systems in Q1 2018 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 Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.