PCM
NARI

Penn Capital Management’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Penn Capital Management’s Portfolio NARI Stock Details NARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-85,146
Closed -$5.54M – 168
2023
Q4 		$5.54M Buy
+85,146
New +$5.13M 0.51% 73

Other funds holding NARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HM
HCC Manager Chicago, Illinois $10.3M AUM 6.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Penn Capital Management's NARI Position: Q1 2024 in Review

Penn Capital Management sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2024, closing a stake of 85,146 shares — an estimated $5.54M sold.

Penn Capital Management first reported a position in NARI in Q4 2023 and held it in 1 quarter. The position peaked at $5.54M in Q4 2023. 231 funds tracked by Wall St. Rank hold NARI as of Q1 2024.

  • Penn Capital Management reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Penn Capital Management sold 85,146 Inari Medical, Inc. Common Stock shares in Q1 2024, an estimated $5.54M.
  • Penn Capital Management first reported a position in Inari Medical, Inc. Common Stock in Q4 2023 and held it in 1 quarter.
  • Penn Capital Management's Inari Medical, Inc. Common Stock position peaked at $5.54M in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2024.

Based on Penn Capital Management's 13F filing for Q1 2024, filed 15 May 2024.