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Orion Portfolio Solutions’s Merit Medical Systems MMSI Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-254
Closed -$8K – 2355
2020
Q1 		$8K Hold
254
– – ﹤0.01% 1158
2019
Q4 		$8K Buy
+254
New +$7.27K ﹤0.01% 1096

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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Orion Portfolio Solutions's MMSI Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Merit Medical Systems (MMSI) in Q2 2020, closing a stake of 254 shares — an estimated $8K sold.

Orion Portfolio Solutions first reported a position in MMSI in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q1 2020. 202 funds tracked by Wall St. Rank hold MMSI as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Merit Medical Systems position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 254 Merit Medical Systems shares in Q2 2020, an estimated $8K.
  • Orion Portfolio Solutions first reported a position in Merit Medical Systems in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Merit Medical Systems position peaked at $8K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.