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Summit Global Investments’s Merit Medical Systems MMSI Stock Holding History

Summit Global Investments’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
2021
Q2 		– Sell
-9,947
Closed -$596K – 604
2021
Q1 		$596K Buy
+9,947
New +$570K 0.04% 307

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
William Blair Investment Management
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
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
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

Summit Global Investments's MMSI Position: Q2 2021 in Review

Summit Global Investments sold out of Merit Medical Systems (MMSI) in Q2 2021, closing a stake of 9,947 shares — an estimated $596K sold.

Summit Global Investments first reported a position in MMSI in Q1 2021 and held it in 1 quarter. The position peaked at $596K in Q1 2021. 238 funds tracked by Wall St. Rank hold MMSI as of Q2 2021.

  • Summit Global Investments reported no remaining Merit Medical Systems position as of Q2 2021 after selling out during the quarter.
  • Summit Global Investments sold 9,947 Merit Medical Systems shares in Q2 2021, an estimated $596K.
  • Summit Global Investments first reported a position in Merit Medical Systems in Q1 2021 and held it in 1 quarter.
  • Summit Global Investments's Merit Medical Systems position peaked at $596K in Q1 2021.
  • 238 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2021.

Based on Summit Global Investments's 13F filing for Q2 2021, filed 28 Jan 2022.