New York Life Investment Management’s Merit Medical Systems MMSI Stock Holding History

New York Life 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
2024 Q1	–	Sell	-5,247	Closed	-$399K	–	1450
2023 Q4	$399K	Sell	5,247 -191	-4%	-$13.3K	﹤0.01%	1001
2023 Q3	$375K	Sell	5,438 -636	-10%	-$45.8K	﹤0.01%	945
2023 Q2	$508K	Sell	6,074 -1,005	-14%	-$81.7K	0.01%	708
2023 Q1	$523K	Sell	7,079 -2,011	-22%	-$141K	0.01%	650
2022 Q4	$642K	Buy	9,090 +862	+10%	+$57.5K	0.01%	724
2022 Q3	$464K	Buy	8,228 +665	+9%	+$38.3K	0.01%	807
2022 Q2	$410K	Buy	+7,563	New	+$461K	﹤0.01%	929

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

New York Life Investment Management's MMSI Position: Q1 2024 in Review

New York Life Investment Management sold out of Merit Medical Systems (MMSI) in Q1 2024, closing a stake of 5,247 shares — an estimated $399K sold.

New York Life Investment Management first reported a position in MMSI in Q2 2022 and held it in 7 quarters. The position peaked at $642K in Q4 2022. 306 funds tracked by Wall St. Rank hold MMSI as of Q1 2024.

New York Life Investment Management reported no remaining Merit Medical Systems position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 5,247 Merit Medical Systems shares in Q1 2024, an estimated $399K.
New York Life Investment Management first reported a position in Merit Medical Systems in Q2 2022 and held it in 7 quarters.
New York Life Investment Management's Merit Medical Systems position peaked at $642K in Q4 2022.
306 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.