Institutional & Family Asset Management’s Merit Medical Systems MMSI Stock Holding History

Institutional & Family Asset 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
2024 Q2	$1.46K	Buy	17 +4	+31%	+$315	﹤0.01%	603
2024 Q1	$985	Hold	13	–	–	﹤0.01%	642
2023 Q4	$987	Hold	13	–	–	﹤0.01%	618
2023 Q3	$897	Buy	13 +4	+44%	+$288	﹤0.01%	623
2023 Q2	$753	Buy	9 +4	+80%	+$325	﹤0.01%	650
2023 Q1	$370	Hold	5	–	–	﹤0.01%	695
2022 Q4	$353	Hold	5	–	–	﹤0.01%	681
2022 Q3	$0	Sell	5 -9	-64%	-$518	﹤0.01%	745
2022 Q2	$1K	Buy	14 +8	+133%	+$488	﹤0.01%	669
2022 Q1	$0	Hold	6	–	–	﹤0.01%	811
2021 Q4	$0	Buy	+6	New	+$402	﹤0.01%	874
2019 Q4	–	Sell	-39	Closed	-$1K	–	877
2019 Q3	$1K	Sell	39 -1	-3%	-$40	﹤0.01%	792
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	723
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	726
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	699
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	745
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	733
2018 Q1	$2K	Buy	+40	New	+$1.81K	﹤0.01%	723

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 $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Institutional & Family Asset Management's MMSI Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Merit Medical Systems (MMSI) stake by 31% in Q2 2024, buying an estimated $315 and bringing the position to 17 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Institutional & Family Asset Management first reported a position in MMSI in Q1 2018 and has held it in 18 quarters since. The position peaked at $2K in Q2 2019. 320 funds tracked by Wall St. Rank hold MMSI as of Q2 2024.

Institutional & Family Asset Management held 17 shares of Merit Medical Systems worth $1.46K as of Q2 2024.
Institutional & Family Asset Management bought 4 Merit Medical Systems shares in Q2 2024, an estimated $315.
Merit Medical Systems made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #603 holding.
Institutional & Family Asset Management first reported a position in Merit Medical Systems in Q1 2018 and has held it in 18 quarters since.
Institutional & Family Asset Management's Merit Medical Systems position peaked at $2K in Q2 2019.
320 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.