GC
NARI

Guggenheim Capital’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Guggenheim Capital’s Portfolio NARI Stock Details NARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,001
Closed -$719K – 1971
2023
Q3 		$719K Buy
11,001
+1,092
+11% +$68.7K 0.01% 1251
2023
Q2 		$576K Sell
9,909
-290
-3% -$18.3K ﹤0.01% 1410
2023
Q1 		$630K Sell
10,199
-1,196
-10% -$71.8K 0.01% 1390
2022
Q4 		$724K Buy
11,395
+4,848
+74% +$352K 0.01% 1322
2022
Q3 		$476K Sell
6,547
-954
-13% -$71K ﹤0.01% 1499
2022
Q2 		$510K Buy
+7,501
New +$539K ﹤0.01% 1570

Other funds holding NARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guggenheim Capital's NARI Position: Q4 2023 in Review

Guggenheim Capital sold out of Inari Medical, Inc. Common Stock (NARI) in Q4 2023, closing a stake of 11,001 shares — an estimated $719K sold.

Guggenheim Capital first reported a position in NARI in Q2 2022 and held it in 6 quarters. The position peaked at $724K in Q4 2022. 252 funds tracked by Wall St. Rank hold NARI as of Q4 2023.

  • Guggenheim Capital reported no remaining Inari Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Guggenheim Capital sold 11,001 Inari Medical, Inc. Common Stock shares in Q4 2023, an estimated $719K.
  • Guggenheim Capital first reported a position in Inari Medical, Inc. Common Stock in Q2 2022 and held it in 6 quarters.
  • Guggenheim Capital's Inari Medical, Inc. Common Stock position peaked at $724K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q4 2023.

Based on Guggenheim Capital's 13F filing for Q4 2023, filed 14 Feb 2024.