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Kavar Capital Partners Group’s Merit Medical Systems MMSI Stock Holding History

Kavar Capital Partners Group’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
2015
Q3 		– Sell
-62
Closed -$1K – 514
2015
Q2 		$1K Buy
+62
New +$1.26K ﹤0.01% 449
2014
Q2 		– Sell
-132
Closed -$1K – 319
2014
Q1 		$1K Hold
132
– – ﹤0.01% 457
2013
Q4 		$2K Buy
+132
New +$2K ﹤0.01% 382

Other funds holding MMSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Kavar Capital Partners Group's MMSI Position: Q3 2015 in Review

Kavar Capital Partners Group sold out of Merit Medical Systems (MMSI) in Q3 2015, closing a stake of 62 shares — an estimated $1K sold.

Kavar Capital Partners Group first reported a position in MMSI in Q4 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 174 funds tracked by Wall St. Rank hold MMSI as of Q3 2015.

  • Kavar Capital Partners Group reported no remaining Merit Medical Systems position as of Q3 2015 after selling out during the quarter.
  • Kavar Capital Partners Group sold 62 Merit Medical Systems shares in Q3 2015, an estimated $1K.
  • Kavar Capital Partners Group first reported a position in Merit Medical Systems in Q4 2013 and held it in 3 quarters.
  • Kavar Capital Partners Group's Merit Medical Systems position peaked at $2K in Q4 2013.
  • 174 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2015.

Based on Kavar Capital Partners Group's 13F filing for Q3 2015, filed 1 May 2019.