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MMSI icon

Inspire Investing’s Merit Medical Systems MMSI Stock Holding History

Inspire Investing’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
2022
Q3 		– Sell
-3,898
Closed -$212K – 806
2022
Q2 		$212K Buy
3,898
+371
+11% +$22.6K 0.03% 553
2022
Q1 		$235K Sell
3,527
-378
-10% -$22.7K 0.03% 610
2021
Q4 		$243K Buy
3,905
+671
+21% +$45K 0.03% 763
2021
Q3 		$232K Buy
+3,234
New +$219K 0.03% 551
2020
Q3 		– Sell
-5,332
Closed -$243K – 519
2020
Q2 		$243K Sell
5,332
-1,410
-21% -$56.9K 0.08% 299
2020
Q1 		$211K Buy
+6,742
New +$240K 0.08% 397
2018
Q1 		– Sell
-1,268
Closed -$55K – 500
2017
Q4 		$55K Buy
+1,268
New +$53.2K 0.05% 628

Other funds holding MMSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
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 $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return