AP
MASI

Atwood & Palmer’s Masimo MASI Stock Holding History

Atwood & Palmer’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
2022
Q3 		– Sell
-379
Closed -$50K – 389
2022
Q2 		$50K Hold
379
– – ﹤0.01% 209
2022
Q1 		$55K Hold
379
– – ﹤0.01% 212
2021
Q4 		$111K Hold
379
– – 0.01% 182
2021
Q3 		$103K Hold
379
– – 0.01% 186
2021
Q2 		$92K Buy
+379
New +$86.5K 0.01% 191

Other funds holding MASI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atwood & Palmer's MASI Position: Q3 2022 in Review

Atwood & Palmer sold out of Masimo (MASI) in Q3 2022, closing a stake of 379 shares — an estimated $50K sold.

Atwood & Palmer first reported a position in MASI in Q2 2021 and held it in 5 quarters. The position peaked at $111K in Q4 2021. 419 funds tracked by Wall St. Rank hold MASI as of Q3 2022.

  • Atwood & Palmer reported no remaining Masimo position as of Q3 2022 after selling out during the quarter.
  • Atwood & Palmer sold 379 Masimo shares in Q3 2022, an estimated $50K.
  • Atwood & Palmer first reported a position in Masimo in Q2 2021 and held it in 5 quarters.
  • Atwood & Palmer's Masimo position peaked at $111K in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Masimo as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.