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McDonald Partners’s Merit Medical Systems MMSI Stock Holding History

McDonald 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
2022
Q1 		– Sell
-13
Closed -$810 – 551
2021
Q4 		$810 Buy
+13
New +$871 ﹤0.01% 454

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ACH
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

McDonald Partners's MMSI Position: Q1 2022 in Review

McDonald Partners sold out of Merit Medical Systems (MMSI) in Q1 2022, closing a stake of 13 shares — an estimated $810 sold.

McDonald Partners first reported a position in MMSI in Q4 2021 and held it in 1 quarter. The position peaked at $810 in Q4 2021. 267 funds tracked by Wall St. Rank hold MMSI as of Q1 2022.

  • McDonald Partners reported no remaining Merit Medical Systems position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 13 Merit Medical Systems shares in Q1 2022, an estimated $810.
  • McDonald Partners first reported a position in Merit Medical Systems in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Merit Medical Systems position peaked at $810 in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.