Number of Shares
52,404.00
Current Holdings Value*
$3.62 Mil
% of Portfolio
2.18%
Total Estimate Gain
$3.04 Mil
% of Total Estimate Gain
108.44%

Aristotle Small Cap Equity Fund's Merit Medical Systems Inc Holding Summary

As of 2023-09-30, Investment Managers Series Trust held 52,404.00 shares of Merit Medical Systems Inc(MMSI), totaling $3.62 Mil. This investment constitutes 2.18% of their stock portfolio, and Investment Managers Series Trust now holds 0.09% of the outstanding Merit Medical Systems Inc(MMSI) stock.

The initial trade took place in 2020Q1. And since then Aristotle Small Cap Equity Fund has made 8 purchases of MMSI, at an average price of $40.85, for a total of 68,686.00 shares. In addition, there have been 4 sales at an average price of $65.95 for 16,282.00 shares. Based on historical transaction data and MMSI's current price of $91.12, Aristotle Small Cap Equity Fund's estimated gain on his MMSI holdings is $3.04 Mil, reflecting a 108.44% gain to date.

Aristotle Small Cap Equity Fund MMSI ($91.12) Holding Chart

Aristotle Small Cap Equity Fund MMSI ($91.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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