TD Asset Management
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TD Asset Management’s Merit Medical Systems MMSI Stock Holding History

TD Asset 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
2023
Q4 		– Sell
-4,900
Closed -$338K – 1423
2023
Q3 		$338K Sell
4,900
-4,400
-47% -$317K ﹤0.01% 1328
2023
Q2 		$778K Buy
+9,300
New +$756K ﹤0.01% 1178
2023
Q1 		– Sell
-4,600
Closed -$325K – 1452
2022
Q4 		$325K Buy
+4,600
New +$307K ﹤0.01% 1345
2014
Q3 		– Sell
-12,550
Closed -$190K – 1331
2014
Q2 		$190K Hold
12,550
– – ﹤0.01% 1247
2014
Q1 		$179K Hold
12,550
– – ﹤0.01% 1255
2013
Q4 		$198K Hold
12,550
– – ﹤0.01% 1243
2013
Q3 		$152K Buy
+12,550
New +$162K ﹤0.01% 1222

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management's MMSI Position: Q4 2023 in Review

TD Asset Management sold out of Merit Medical Systems (MMSI) in Q4 2023, closing a stake of 4,900 shares — an estimated $338K sold.

TD Asset Management first reported a position in MMSI in Q3 2013 and held it in 7 quarters. The position peaked at $778K in Q2 2023. 289 funds tracked by Wall St. Rank hold MMSI as of Q4 2023.

  • TD Asset Management reported no remaining Merit Medical Systems position as of Q4 2023 after selling out during the quarter.
  • TD Asset Management sold 4,900 Merit Medical Systems shares in Q4 2023, an estimated $338K.
  • TD Asset Management first reported a position in Merit Medical Systems in Q3 2013 and held it in 7 quarters.
  • TD Asset Management's Merit Medical Systems position peaked at $778K in Q2 2023.
  • 289 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2023.

Based on TD Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.