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Gladstone Institutional Advisory’s Merit Medical Systems MMSI Stock Holding History

Gladstone Institutional Advisory’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
2020
Q2 		– Sell
-7,144
Closed -$223K – 280
2020
Q1 		$223K Buy
+7,144
New +$254K 0.06% 235

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.4B AUM 42.85% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Macquarie Group
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

Gladstone Institutional Advisory's MMSI Position: Q2 2020 in Review

Gladstone Institutional Advisory sold out of Merit Medical Systems (MMSI) in Q2 2020, closing a stake of 7,144 shares — an estimated $223K sold.

Gladstone Institutional Advisory first reported a position in MMSI in Q1 2020 and held it in 1 quarter. The position peaked at $223K in Q1 2020. 202 funds tracked by Wall St. Rank hold MMSI as of Q2 2020.

  • Gladstone Institutional Advisory reported no remaining Merit Medical Systems position as of Q2 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 7,144 Merit Medical Systems shares in Q2 2020, an estimated $223K.
  • Gladstone Institutional Advisory first reported a position in Merit Medical Systems in Q1 2020 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Merit Medical Systems position peaked at $223K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2020, filed 17 Aug 2020.