VPIM
NARI

Vanguard Personalized Indexing Management’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Vanguard Personalized Indexing 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
-4,821
Closed -$313K – 1672
2023
Q4 		$313K Buy
4,821
+1,697
+54% +$102K 0.01% 1204
2023
Q3 		$204K Buy
+3,124
New +$197K 0.01% 1294
2023
Q2 		– Sell
-4,429
Closed -$273K – 1544
2023
Q1 		$273K Buy
+4,429
New +$266K 0.01% 1157

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

Vanguard Personalized Indexing Management's NARI Position: Q1 2024 in Review

Vanguard Personalized Indexing Management sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2024, closing a stake of 4,821 shares — an estimated $313K sold.

Vanguard Personalized Indexing Management first reported a position in NARI in Q1 2023 and held it in 3 quarters. The position peaked at $313K in Q4 2023. 231 funds tracked by Wall St. Rank hold NARI as of Q1 2024.

  • Vanguard Personalized Indexing Management reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 4,821 Inari Medical, Inc. Common Stock shares in Q1 2024, an estimated $313K.
  • Vanguard Personalized Indexing Management first reported a position in Inari Medical, Inc. Common Stock in Q1 2023 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's Inari Medical, Inc. Common Stock position peaked at $313K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2024, filed 9 May 2024.