KLR Investment Advisors’s Merit Medical Systems MMSI Stock Holding History

KLR Investment Advisors’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 Q1	$278K	Buy	+3,796	New	+$293K	0.2%	148

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

KLR Investment Advisors's MMSI Position: Q1 2024 in Review

KLR Investment Advisors opened a new position in Merit Medical Systems (MMSI) in Q1 2024: 3,796 shares worth $278K. The stake represents 0.2% of the portfolio and ranks #148 among its holdings.

306 funds tracked by Wall St. Rank hold MMSI as of Q1 2024.

KLR Investment Advisors held 3,796 shares of Merit Medical Systems worth $278K as of Q1 2024.
Merit Medical Systems was a new KLR Investment Advisors position in Q1 2024.
Merit Medical Systems made up 0.2% of KLR Investment Advisors's portfolio in Q1 2024, its #148 holding.
306 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.