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Zions Bancorporation’s Merit Medical Systems MMSI Stock Holding History

Zions Bancorporation’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
Q4 		$4.3M Buy
44,428
+7,358
+20% +$733K 0.27% 81
2024
Q3 		$3.66M Buy
37,070
+5,819
+19% +$532K 0.27% 81
2024
Q2 		$2.69M Sell
31,251
-1,129
-3% -$88.8K 0.22% 86
2024
Q1 		$2.45M Buy
32,380
+1,799
+6% +$139K 0.18% 99
2023
Q4 		$2.32M Buy
30,581
+1,712
+6% +$120K 0.16% 101
2023
Q3 		$1.99M Buy
28,869
+270
+0.9% +$19.4K 0.17% 95
2023
Q2 		$2.39M Sell
28,599
-1,312
-4% -$107K 0.2% 87
2023
Q1 		$2.21M Buy
29,911
+3,075
+11% +$216K 0.19% 89
2022
Q4 		$1.9M Buy
26,836
+3,862
+17% +$258K 0.15% 95
2022
Q3 		$1.3M Sell
22,974
-133
-0.6% -$7.66K 0.14% 116
2022
Q2 		$1.25M Buy
23,107
+4,274
+23% +$261K 0.13% 118
2022
Q1 		$1.25M Buy
18,833
+4,939
+36% +$297K 0.11% 127
2021
Q4 		$866K Buy
13,894
+2,104
+18% +$141K 0.08% 149
2021
Q3 		$847K Buy
11,790
+1,200
+11% +$81.4K 0.09% 135
2021
Q2 		$685K Buy
10,590
+1,369
+15% +$84.7K 0.07% 139
2021
Q1 		$552K Sell
9,221
-50
-0.5% -$2.86K 0.06% 142
2020
Q4 		$515K Buy
9,271
+438
+5% +$22.6K 0.06% 121
2020
Q3 		$384K Sell
8,833
-2
-0% -$90 0.05% 136
2020
Q2 		$403K Buy
8,835
+771
+10% +$31.1K 0.06% 128
2020
Q1 		$252K Buy
8,064
+924
+13% +$32.9K 0.04% 143
2019
Q4 		$223K Buy
7,140
+146
+2% +$4.18K 0.03% 197
2019
Q3 		$213K Buy
6,994
+3,299
+89% +$133K 0.03% 230
2019
Q2 		$220K Buy
+3,695
New +$212K 0.03% 209

Other funds holding MMSI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Zions Bancorporation's MMSI Position: Q4 2024 in Review

Zions Bancorporation increased its Merit Medical Systems (MMSI) stake by 20% in Q4 2024, buying an estimated $733K and bringing the position to 44,428 shares worth $4.3M. The position accounts for 0.27% of the portfolio, ranked #81.

Zions Bancorporation first reported a position in MMSI in Q2 2019 and has held it in 23 quarters since. 385 funds tracked by Wall St. Rank hold MMSI as of Q4 2024.

  • Zions Bancorporation held 44,428 shares of Merit Medical Systems worth $4.3M as of Q4 2024.
  • Zions Bancorporation bought 7,358 Merit Medical Systems shares in Q4 2024, an estimated $733K.
  • Merit Medical Systems made up 0.27% of Zions Bancorporation's portfolio in Q4 2024, its #81 holding.
  • Zions Bancorporation first reported a position in Merit Medical Systems in Q2 2019 and has held it in 23 quarters since.
  • 385 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.