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Moody Aldrich Partners’s Merit Medical Systems MMSI Stock Holding History

Moody Aldrich 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
2019
Q4 		– Sell
-66,452
Closed -$2.02M – 160
2019
Q3 		$2.02M Sell
66,452
-61,766
-48% -$2.5M 0.54% 71
2019
Q2 		$7.64M Buy
128,218
+3,416
+3% +$196K 1.95% 8
2019
Q1 		$7.72M Buy
124,802
+17,894
+17% +$1.02M 2.17% 6
2018
Q4 		$5.97M Buy
+106,908
New +$6.36M 1.96% 9

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ACH
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NI
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State Street
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Dimensional Fund Advisors
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CCA
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Macquarie Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return