WCM Investment Management
MMSI icon

WCM Investment Management’s Merit Medical Systems MMSI Stock Holding History

WCM Investment 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
2021
Q4 		– Sell
-161,176
Closed -$11.6M – 213
2021
Q3 		$11.6M Sell
161,176
-48,557
-23% -$3.29M 0.03% 114
2021
Q2 		$13.6M Buy
209,733
+8,191
+4% +$507K 0.03% 87
2021
Q1 		$12.1M Sell
201,542
-3,882
-2% -$222K 0.03% 91
2020
Q4 		$11.4M Buy
205,424
+706
+0.3% +$36.4K 0.03% 95
2020
Q3 		$8.9M Buy
204,718
+5,135
+3% +$232K 0.03% 96
2020
Q2 		$9.11M Buy
199,583
+6,848
+4% +$276K 0.04% 73
2020
Q1 		$6.02M Buy
+192,735
New +$6.87M 0.03% 88
2019
Q4 		– Sell
-20,736
Closed -$632K – 160
2019
Q3 		$632K Sell
20,736
-4,784
-19% -$194K ﹤0.01% 135
2019
Q2 		$1.52M Sell
25,520
-551
-2% -$31.6K 0.01% 91
2019
Q1 		$1.61M Buy
+26,071
New +$1.48M 0.01% 85

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

WCM Investment Management's MMSI Position: Q4 2021 in Review

WCM Investment Management sold out of Merit Medical Systems (MMSI) in Q4 2021, closing a stake of 161,176 shares — an estimated $11.6M sold.

WCM Investment Management first reported a position in MMSI in Q1 2019 and held it in 10 quarters. The position peaked at $13.6M in Q2 2021. 266 funds tracked by Wall St. Rank hold MMSI as of Q4 2021.

  • WCM Investment Management reported no remaining Merit Medical Systems position as of Q4 2021 after selling out during the quarter.
  • WCM Investment Management sold 161,176 Merit Medical Systems shares in Q4 2021, an estimated $11.6M.
  • WCM Investment Management first reported a position in Merit Medical Systems in Q1 2019 and held it in 10 quarters.
  • WCM Investment Management's Merit Medical Systems position peaked at $13.6M in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2021.

Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.