AIA
MASI

Alera Investment Advisors’s Masimo MASI Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-7
Closed -$1K – 615
2019
Q1 		$1K Hold
7
– – ﹤0.01% 1000
2018
Q4 		$1K Buy
+7
New +$781 ﹤0.01% 949

Other funds holding MASI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alera Investment Advisors's MASI Position: Q2 2019 in Review

Alera Investment Advisors sold out of Masimo (MASI) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in MASI in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 385 funds tracked by Wall St. Rank hold MASI as of Q2 2019.

  • Alera Investment Advisors reported no remaining Masimo position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 7 Masimo shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Masimo in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Masimo position peaked at $1K in Q1 2019.
  • 385 funds tracked by Wall St. Rank held Masimo as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.