Freedom Investment Management’s Merit Medical Systems MMSI Stock Holding History

Freedom Investment 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
2023 Q2	–	Sell	-2,744	Closed	-$203K	–	739
2023 Q1	$203K	Sell	2,744 -204	-7%	-$14.3K	0.02%	656
2022 Q4	$208K	Buy	+2,948	New	+$197K	0.02%	650
2021 Q4	–	Sell	-3,006	Closed	-$216K	–	891
2021 Q3	$216K	Buy	+3,006	New	+$204K	0.02%	736
2021 Q2	–	Sell	-3,582	Closed	-$215K	–	899
2021 Q1	$215K	Buy	+3,582	New	+$205K	0.02%	770
2019 Q3	–	Sell	-5,793	Closed	-$345K	–	727
2019 Q2	$345K	Buy	+5,793	New	+$332K	0.03%	476
2019 Q1	–	Sell	-7,880	Closed	-$440K	–	755
2018 Q4	$440K	Sell	7,880 -1,617	-17%	-$96.1K	0.03%	459
2018 Q3	$559K	Buy	9,497 +249	+3%	+$14.3K	0.04%	484
2018 Q2	$473K	Buy	9,248 +778	+9%	+$38.5K	0.03%	578
2018 Q1	$384K	Buy	+8,470	New	+$384K	0.02%	774

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 $3.37T AUM 44.26% 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

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

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

Freedom Investment Management's MMSI Position: Q2 2023 in Review

Freedom Investment Management sold out of Merit Medical Systems (MMSI) in Q2 2023, closing a stake of 2,744 shares — an estimated $203K sold.

Freedom Investment Management first reported a position in MMSI in Q1 2018 and held it in 9 quarters. The position peaked at $559K in Q3 2018. 311 funds tracked by Wall St. Rank hold MMSI as of Q2 2023.

Freedom Investment Management reported no remaining Merit Medical Systems position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 2,744 Merit Medical Systems shares in Q2 2023, an estimated $203K.
Freedom Investment Management first reported a position in Merit Medical Systems in Q1 2018 and held it in 9 quarters.
Freedom Investment Management's Merit Medical Systems position peaked at $559K in Q3 2018.
311 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.