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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 – 498
2017
Q4 		$55K Buy
+1,268
New +$53.2K 0.05% 628

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Inspire Investing's MMSI Position: Q3 2022 in Review

Inspire Investing sold out of Merit Medical Systems (MMSI) in Q3 2022, closing a stake of 3,898 shares — an estimated $212K sold.

Inspire Investing first reported a position in MMSI in Q4 2017 and held it in 7 quarters. The position peaked at $243K in Q4 2021. 242 funds tracked by Wall St. Rank hold MMSI as of Q3 2022.

  • Inspire Investing reported no remaining Merit Medical Systems position as of Q3 2022 after selling out during the quarter.
  • Inspire Investing sold 3,898 Merit Medical Systems shares in Q3 2022, an estimated $212K.
  • Inspire Investing first reported a position in Merit Medical Systems in Q4 2017 and held it in 7 quarters.
  • Inspire Investing's Merit Medical Systems position peaked at $243K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2022.

Based on Inspire Investing's 13F filing for Q3 2022, filed 7 Nov 2022.