Advisors Preferred’s Masimo MASI Stock Holding History

Advisors Preferred’s Portfolio MASI Stock Details MASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,150	Closed	-$539K	–	270
2023 Q3	$539K	Buy	+6,150	New	+$716K	0.18%	100
2019 Q2	–	Sell	-1,975	Closed	-$273K	–	258
2019 Q1	$273K	Buy	+1,975	New	+$248K	0.09%	79
2018 Q1	–	Sell	-1,858	Closed	-$158K	–	277
2017 Q4	$158K	Buy	+1,858	New	+$161K	0.07%	100
2017 Q2	–	Sell	-39	Closed	-$4	–	254
2017 Q1	$4	Buy	+39	New	+$3.21K	﹤0.01%	190
2016 Q1	–	Sell	-488	Closed	-$20K	–	247
2015 Q4	$20K	Buy	+488	New	+$19.9K	0.01%	146
2014 Q3	–	Sell	-1,754	Closed	-$41.4K	–	307
2014 Q2	$41.4K	Buy	+1,754	New	+$43.5K	0.02%	168

Other funds holding MASI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Advisors Preferred's MASI Position: Q4 2023 in Review

Advisors Preferred sold out of Masimo (MASI) in Q4 2023, closing a stake of 6,150 shares — an estimated $539K sold.

Advisors Preferred first reported a position in MASI in Q2 2014 and held it in 6 quarters. The position peaked at $539K in Q3 2023. 342 funds tracked by Wall St. Rank hold MASI as of Q4 2023.

Advisors Preferred reported no remaining Masimo position as of Q4 2023 after selling out during the quarter.
Advisors Preferred sold 6,150 Masimo shares in Q4 2023, an estimated $539K.
Advisors Preferred first reported a position in Masimo in Q2 2014 and held it in 6 quarters.
Advisors Preferred's Masimo position peaked at $539K in Q3 2023.
342 funds tracked by Wall St. Rank held Masimo as of Q4 2023.

Based on Advisors Preferred's 13F filing for Q4 2023, filed 24 Jan 2024.