PIM
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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 – 86
2019
Q2 		$346K Sell
5,813
-5,816
-50% -$334K 0.48% 60
2019
Q1 		$719K Buy
11,629
+2,080
+22% +$118K 1.01% 48
2018
Q4 		$533K Sell
9,549
-7,293
-43% -$434K 0.71% 47
2018
Q3 		$1.03M Sell
16,842
-1,152
-6% -$66.2K 0.88% 55
2018
Q2 		$921K Buy
17,994
+7,796
+76% +$386K 0.88% 51
2018
Q1 		$462K Sell
10,198
-3,948
-28% -$179K 0.52% 59
2017
Q4 		$611K Buy
14,146
+3,466
+32% +$145K 0.74% 50
2017
Q3 		$452K Buy
10,680
+4,572
+75% +$184K 0.54% 63
2017
Q2 		$233K Buy
+6,108
New +$204K 0.34% 69

Other funds holding MMSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $3.76B AUM 21.77% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return