Jupiter Asset Management’s Merit Medical Systems MMSI Stock Holding History

Jupiter 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
2022 Q4	–	Sell	-35,358	Closed	-$2M	–	528
2022 Q3	$2M	Buy	35,358 +13,553	+62%	+$781K	0.03%	346
2022 Q2	$1.18M	Buy	21,805 +15,383	+240%	+$939K	0.02%	411
2022 Q1	$427K	Hold	6,422	–	–	0.01%	454
2021 Q4	$411K	Hold	6,422	–	–	﹤0.01%	482
2021 Q3	$461K	Hold	6,422	–	–	0.01%	481
2021 Q2	$415K	Hold	6,422	–	–	﹤0.01%	507
2021 Q1	$385K	Hold	6,422	–	–	﹤0.01%	508
2020 Q4	$356K	Hold	6,422	–	–	﹤0.01%	537
2020 Q3	$279K	Buy	+6,422	New	+$290K	﹤0.01%	539

Other funds holding MMSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return