Plante Moran Financial Advisors’s Merit Medical Systems MMSI Stock Holding History

Plante Moran Financial Advisors’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	-69	Closed	-$5.77K	–	827
2023 Q2	$5.77K	Hold	69	–	–	﹤0.01%	621
2023 Q1	$5.1K	Hold	69	–	–	﹤0.01%	644
2022 Q4	$4.87K	Hold	69	–	–	﹤0.01%	678
2022 Q3	$4K	Hold	69	–	–	﹤0.01%	733
2022 Q2	$4K	Hold	69	–	–	﹤0.01%	740
2022 Q1	$5K	Hold	69	–	–	﹤0.01%	679
2021 Q4	$4K	Hold	69	–	–	﹤0.01%	858
2021 Q3	$5K	Hold	69	–	–	﹤0.01%	787
2021 Q2	$4K	Hold	69	–	–	﹤0.01%	821
2021 Q1	$4K	Hold	69	–	–	﹤0.01%	817
2020 Q4	$4K	Hold	69	–	–	﹤0.01%	720
2020 Q3	$3K	Hold	69	–	–	﹤0.01%	748
2020 Q2	$3K	Hold	69	–	–	﹤0.01%	633
2020 Q1	$2K	Hold	69	–	–	﹤0.01%	652
2019 Q4	$2K	Hold	69	–	–	﹤0.01%	697
2019 Q3	$2K	Hold	69	–	–	﹤0.01%	786
2019 Q2	$4K	Hold	69	–	–	﹤0.01%	673
2019 Q1	$4K	Hold	69	–	–	﹤0.01%	662
2018 Q4	$4K	Hold	69	–	–	﹤0.01%	624
2018 Q3	$4K	Hold	69	–	–	﹤0.01%	615
2018 Q2	$4K	Hold	69	–	–	﹤0.01%	654
2018 Q1	$3K	Buy	+69	New	+$3.12K	﹤0.01%	788
2017 Q1	–	Sell	-184	Closed	-$5K	–	968
2016 Q4	$5K	Hold	184	–	–	﹤0.01%	716
2016 Q3	$4K	Buy	184 +37	+25%	+$855	﹤0.01%	740
2016 Q2	$3K	Buy	147 +51	+53%	+$981	﹤0.01%	728
2016 Q1	$2K	Buy	+96	New	+$1.67K	﹤0.01%	732

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's MMSI Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Merit Medical Systems (MMSI) in Q3 2023, closing a stake of 69 shares — an estimated $5.77K sold.

Plante Moran Financial Advisors first reported a position in MMSI in Q1 2016 and held it in 26 quarters. The position peaked at $5.77K in Q2 2023. 272 funds tracked by Wall St. Rank hold MMSI as of Q3 2023.

Plante Moran Financial Advisors reported no remaining Merit Medical Systems position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 69 Merit Medical Systems shares in Q3 2023, an estimated $5.77K.
Plante Moran Financial Advisors first reported a position in Merit Medical Systems in Q1 2016 and held it in 26 quarters.
Plante Moran Financial Advisors's Merit Medical Systems position peaked at $5.77K in Q2 2023.
272 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.