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West Tower Group’s Merit Medical Systems MMSI Stock Holding History

West Tower Group’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
2024
Q1 		– Sell
-83
Closed -$6.3K – 351
2023
Q4 		$6.3K Sell
83
-1,183
-93% -$82.6K 0.01% 407
2023
Q3 		$87.4K Buy
1,266
+599
+90% +$43.1K 0.05% 115
2023
Q2 		$55.8K Buy
+667
New +$54.3K 0.04% 186

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

West Tower Group's MMSI Position: Q1 2024 in Review

West Tower Group sold out of Merit Medical Systems (MMSI) in Q1 2024, closing a stake of 83 shares — an estimated $6.3K sold.

West Tower Group first reported a position in MMSI in Q2 2023 and held it in 3 quarters. The position peaked at $87.4K in Q3 2023. 305 funds tracked by Wall St. Rank hold MMSI as of Q1 2024.

  • West Tower Group reported no remaining Merit Medical Systems position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 83 Merit Medical Systems shares in Q1 2024, an estimated $6.3K.
  • West Tower Group first reported a position in Merit Medical Systems in Q2 2023 and held it in 3 quarters.
  • West Tower Group's Merit Medical Systems position peaked at $87.4K in Q3 2023.
  • 305 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.