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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuance Investments's MMSI Position: Q3 2023 in Review

Nuance Investments sold out of Merit Medical Systems (MMSI) in Q3 2023, closing a stake of 3,015 shares — an estimated $252K sold.

Nuance Investments first reported a position in MMSI in Q4 2019 and held it in 11 quarters. The position peaked at $144M in Q2 2020. 272 funds tracked by Wall St. Rank hold MMSI as of Q3 2023.

Nuance Investments reported no remaining Merit Medical Systems position as of Q3 2023 after selling out during the quarter.
Nuance Investments sold 3,015 Merit Medical Systems shares in Q3 2023, an estimated $252K.
Nuance Investments first reported a position in Merit Medical Systems in Q4 2019 and held it in 11 quarters.
Nuance Investments's Merit Medical Systems position peaked at $144M in Q2 2020.
272 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2023.

Based on Nuance Investments's 13F filing for Q3 2023, filed 8 Nov 2023.