Summit Global Investments’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Summit Global Investments’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
2023 Q4	–	Sell	-7,952	Closed	-$520K	–	617
2023 Q3	$520K	Sell	7,952 -7,771	-49%	-$489K	0.03%	333
2023 Q2	$914K	Buy	+15,723	New	+$992K	0.06%	247
2022 Q2	–	Sell	-9,929	Closed	-$900K	–	547
2022 Q1	$900K	Sell	9,929 -1,771	-15%	-$145K	0.07%	252
2021 Q4	$1.07M	Sell	11,700 -8,800	-43%	-$754K	0.07%	226
2021 Q3	$1.66M	Sell	20,500 -900	-4%	-$75.6K	0.12%	147
2021 Q2	$2M	Buy	+21,400	New	+$2.07M	0.12%	136

Other funds holding NARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's NARI Position: Q4 2023 in Review

Summit Global Investments sold out of Inari Medical, Inc. Common Stock (NARI) in Q4 2023, closing a stake of 7,952 shares — an estimated $520K sold.

Summit Global Investments first reported a position in NARI in Q2 2021 and held it in 6 quarters. The position peaked at $2M in Q2 2021. 252 funds tracked by Wall St. Rank hold NARI as of Q4 2023.

Summit Global Investments reported no remaining Inari Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Summit Global Investments sold 7,952 Inari Medical, Inc. Common Stock shares in Q4 2023, an estimated $520K.
Summit Global Investments first reported a position in Inari Medical, Inc. Common Stock in Q2 2021 and held it in 6 quarters.
Summit Global Investments's Inari Medical, Inc. Common Stock position peaked at $2M in Q2 2021.
252 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q4 2023.

Based on Summit Global Investments's 13F filing for Q4 2023, filed 6 Feb 2024.