Lee Financial’s Merit Medical Systems MMSI Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-300	Closed	-$15K	–	611
2018 Q2	$15K	Sell	300 -300	-50%	-$14.9K	﹤0.01%	404
2018 Q1	$27K	Buy	600 +300	+100%	+$13.6K	0.01%	317
2017 Q4	$13K	Hold	300	–	–	﹤0.01%	290
2017 Q3	$13K	Hold	300	–	–	﹤0.01%	293
2017 Q2	$11K	Buy	+300	New	+$10K	﹤0.01%	308

Other funds holding MMSI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

PFM Health Sciences San Francisco, California $950M AUM 57.92% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Macquarie Group

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