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Needham Investment Management’s Merit Medical Systems MMSI Stock Holding History

Needham Investment Management’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
2020
Q4 		– Sell
-40,000
Closed -$1.74M – 113
2020
Q3 		$1.74M Buy
+40,000
New +$1.81M 0.35% 65

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Needham Investment Management's MMSI Position: Q4 2020 in Review

Needham Investment Management sold out of Merit Medical Systems (MMSI) in Q4 2020, closing a stake of 40,000 shares — an estimated $1.74M sold.

Needham Investment Management first reported a position in MMSI in Q3 2020 and held it in 1 quarter. The position peaked at $1.74M in Q3 2020. 226 funds tracked by Wall St. Rank hold MMSI as of Q4 2020.

  • Needham Investment Management reported no remaining Merit Medical Systems position as of Q4 2020 after selling out during the quarter.
  • Needham Investment Management sold 40,000 Merit Medical Systems shares in Q4 2020, an estimated $1.74M.
  • Needham Investment Management first reported a position in Merit Medical Systems in Q3 2020 and held it in 1 quarter.
  • Needham Investment Management's Merit Medical Systems position peaked at $1.74M in Q3 2020.
  • 226 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2020.

Based on Needham Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.