AWM
MASI

Atticus Wealth Management’s Masimo MASI Stock Holding History

Atticus Wealth 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
-1,000
Closed -$148K – 568
2022
Q4 		$148K Hold
1,000
– – 0.06% 146
2022
Q3 		$131K Hold
1,000
– – 0.06% 144
2022
Q2 		$131K Hold
1,000
– – 0.05% 161
2022
Q1 		$146K Buy
+1,000
New +$192K 0.05% 166

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

Atticus Wealth Management's MASI Position: Q1 2023 in Review

Atticus Wealth Management sold out of Masimo (MASI) in Q1 2023, closing a stake of 1,000 shares — an estimated $148K sold.

Atticus Wealth Management first reported a position in MASI in Q1 2022 and held it in 4 quarters. The position peaked at $148K in Q4 2022. 427 funds tracked by Wall St. Rank hold MASI as of Q1 2023.

  • Atticus Wealth Management reported no remaining Masimo position as of Q1 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 1,000 Masimo shares in Q1 2023, an estimated $148K.
  • Atticus Wealth Management first reported a position in Masimo in Q1 2022 and held it in 4 quarters.
  • Atticus Wealth Management's Masimo position peaked at $148K in Q4 2022.
  • 427 funds tracked by Wall St. Rank held Masimo as of Q1 2023.

Based on Atticus Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.