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J. Goldman & Co’s Merit Medical Systems MMSI Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-176,235
Closed -$8.04M – 359
2020
Q2 		$8.04M Buy
176,235
+78,234
+80% +$3.16M 0.5% 66
2020
Q1 		$3.06M Buy
+98,001
New +$3.49M 0.37% 71
2019
Q3 		– Sell
-14,772
Closed -$880K – 330
2019
Q2 		$880K Buy
+14,772
New +$847K 0.06% 204
2014
Q3 		– Sell
-190,000
Closed -$2.87M – 315
2014
Q2 		$2.87M Buy
+190,000
New +$2.63M 0.21% 122

Other funds holding MMSI

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

J. Goldman & Co's MMSI Position: Q3 2020 in Review

J. Goldman & Co sold out of Merit Medical Systems (MMSI) in Q3 2020, closing a stake of 176,235 shares — an estimated $8.04M sold.

J. Goldman & Co first reported a position in MMSI in Q2 2014 and held it in 4 quarters. The position peaked at $8.04M in Q2 2020. 207 funds tracked by Wall St. Rank hold MMSI as of Q3 2020.

  • J. Goldman & Co reported no remaining Merit Medical Systems position as of Q3 2020 after selling out during the quarter.
  • J. Goldman & Co sold 176,235 Merit Medical Systems shares in Q3 2020, an estimated $8.04M.
  • J. Goldman & Co first reported a position in Merit Medical Systems in Q2 2014 and held it in 4 quarters.
  • J. Goldman & Co's Merit Medical Systems position peaked at $8.04M in Q2 2020.
  • 207 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2020.

Based on J. Goldman & Co's 13F filing for Q3 2020, filed 16 Nov 2020.