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

Partner 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
2019 Q3	–	Sell	-5,813	Closed	-$346K	–	84
2019 Q2	$346K	Sell	5,813 -5,816	-50%	-$334K	0.37%	60
2019 Q1	$719K	Buy	11,629 +2,080	+22%	+$118K	0.83%	48
2018 Q4	$533K	Sell	9,549 -7,293	-43%	-$434K	0.67%	47
2018 Q3	$1.03M	Sell	16,842 -1,152	-6%	-$66.2K	0.79%	55
2018 Q2	$921K	Buy	17,994 +7,796	+76%	+$386K	0.74%	51
2018 Q1	$462K	Sell	10,198 -3,948	-28%	-$179K	0.5%	59
2017 Q4	$611K	Buy	14,146 +3,466	+32%	+$145K	0.7%	50
2017 Q3	$452K	Buy	10,680 +4,572	+75%	+$184K	0.43%	63
2017 Q2	$233K	Buy	+6,108	New	+$204K	0.31%	69

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

ACH

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Partner Investment Management's MMSI Position: Q3 2019 in Review

Partner Investment Management sold out of Merit Medical Systems (MMSI) in Q3 2019, closing a stake of 5,813 shares — an estimated $346K sold.

Partner Investment Management first reported a position in MMSI in Q2 2017 and held it in 9 quarters. The position peaked at $1.03M in Q3 2018. 219 funds tracked by Wall St. Rank hold MMSI as of Q3 2019.

Partner Investment Management reported no remaining Merit Medical Systems position as of Q3 2019 after selling out during the quarter.
Partner Investment Management sold 5,813 Merit Medical Systems shares in Q3 2019, an estimated $346K.
Partner Investment Management first reported a position in Merit Medical Systems in Q2 2017 and held it in 9 quarters.
Partner Investment Management's Merit Medical Systems position peaked at $1.03M in Q3 2018.
219 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2019.

Based on Partner Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.