AIM
MASI

Anchor Investment Management’s Masimo MASI Stock Holding History

Anchor Investment Management’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
Q1 		– Sell
-22
Closed -$3.25K – 996
2022
Q4 		$3.25K Hold
22
– – ﹤0.01% 841
2022
Q3 		$3.11K Hold
22
– – ﹤0.01% 855
2022
Q2 		$2.88K Hold
22
– – ﹤0.01% 864
2022
Q1 		$3.2K Buy
+22
New +$4.22K ﹤0.01% 882
2020
Q3 		– Sell
-23
Closed -$5.24K – 923
2020
Q2 		$5.24K Buy
+23
New +$5.05K ﹤0.01% 702

Other funds holding MASI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Anchor Investment Management's MASI Position: Q1 2023 in Review

Anchor Investment Management sold out of Masimo (MASI) in Q1 2023, closing a stake of 22 shares — an estimated $3.25K sold.

Anchor Investment Management first reported a position in MASI in Q2 2020 and held it in 5 quarters. The position peaked at $5.24K in Q2 2020. 427 funds tracked by Wall St. Rank hold MASI as of Q1 2023.

  • Anchor Investment Management reported no remaining Masimo position as of Q1 2023 after selling out during the quarter.
  • Anchor Investment Management sold 22 Masimo shares in Q1 2023, an estimated $3.25K.
  • Anchor Investment Management first reported a position in Masimo in Q2 2020 and held it in 5 quarters.
  • Anchor Investment Management's Masimo position peaked at $5.24K in Q2 2020.
  • 427 funds tracked by Wall St. Rank held Masimo as of Q1 2023.

Based on Anchor Investment Management's 13F filing for Q1 2023, filed 2 Jan 2024.