Nuance Investments’s Merit Medical Systems MMSI Stock Holding History

Nuance Investments’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
2023 Q3	–	Sell	-3,015	Closed	-$252K	–	52
2023 Q2	$252K	Sell	3,015 -195,214	-98%	-$15.9M	0.01%	52
2023 Q1	$14.7M	Buy	198,229 +185,387	+1,444%	+$13M	0.31%	40
2022 Q4	$907K	Buy	12,842 +3,582	+39%	+$239K	0.02%	51
2022 Q3	$523K	Buy	+9,260	New	+$533K	0.01%	51
2021 Q3	–	Sell	-258,732	Closed	-$16.7M	–	59
2021 Q2	$16.7M	Sell	258,732 -673,181	-72%	-$41.6M	0.3%	42
2021 Q1	$55.8M	Sell	931,913 -898,702	-49%	-$51.5M	1.04%	29
2020 Q4	$102M	Sell	1,830,615 -1,046,580	-36%	-$54M	1.96%	17
2020 Q3	$125M	Sell	2,877,195 -267,356	-9%	-$12.1M	2.94%	14
2020 Q2	$144M	Sell	3,144,551 -1,087,479	-26%	-$43.9M	3.72%	9
2020 Q1	$132M	Buy	4,232,030 +2,120,304	+100%	+$75.5M	4.59%	7
2019 Q4	$66M	Buy	+2,111,726	New	+$60.5M	2.15%	18

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group

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

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return