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KB Financial Partners’s Merit Medical Systems MMSI Stock Holding History

KB Financial Partners’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
2023
Q3 		$3K Hold
46
– – ﹤0.01% 470
2023
Q2 		$4K Hold
46
– – ﹤0.01% 458
2023
Q1 		$3K Hold
46
– – ﹤0.01% 471
2022
Q4 		$3K Buy
+46
New +$3.07K ﹤0.01% 472

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's MMSI Position: Q3 2023 in Review

KB Financial Partners held its Merit Medical Systems (MMSI) position steady in Q3 2023 at 46 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

KB Financial Partners first reported a position in MMSI in Q4 2022 and has held it in 4 quarters since. The position peaked at $4K in Q2 2023. 272 funds tracked by Wall St. Rank hold MMSI as of Q3 2023.

  • KB Financial Partners held 46 shares of Merit Medical Systems worth $3K as of Q3 2023.
  • KB Financial Partners left its Merit Medical Systems share count unchanged in Q3 2023.
  • Merit Medical Systems made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #470 holding.
  • KB Financial Partners first reported a position in Merit Medical Systems in Q4 2022 and has held it in 4 quarters since.
  • KB Financial Partners's Merit Medical Systems position peaked at $4K in Q2 2023.
  • 272 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.