BMSSC
MASI

B. Metzler seel. Sohn & Co’s Masimo MASI Stock Holding History

B. Metzler seel. Sohn & Co’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
Q2 		– Sell
-1,121
Closed -$207K – 742
2023
Q1 		$207K Buy
+1,121
New +$189K ﹤0.01% 708
2022
Q2 		– Sell
-2,482
Closed -$361K – 750
2022
Q1 		$361K Buy
2,482
+1,211
+95% +$233K ﹤0.01% 662
2021
Q4 		$378K Buy
1,271
+417
+49% +$119K ﹤0.01% 608
2021
Q3 		$231K Hold
854
– – ﹤0.01% 671
2021
Q2 		$207K Hold
854
– – ﹤0.01% 674
2021
Q1 		$196K Sell
854
-1,719
-67% -$432K ﹤0.01% 671
2020
Q4 		$688K Buy
+2,573
New +$642K 0.01% 470

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
Vanguard Group
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
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Metzler seel. Sohn & Co's MASI Position: Q2 2023 in Review

B. Metzler seel. Sohn & Co sold out of Masimo (MASI) in Q2 2023, closing a stake of 1,121 shares — an estimated $207K sold.

B. Metzler seel. Sohn & Co first reported a position in MASI in Q4 2020 and held it in 7 quarters. The position peaked at $688K in Q4 2020. 415 funds tracked by Wall St. Rank hold MASI as of Q2 2023.

  • B. Metzler seel. Sohn & Co reported no remaining Masimo position as of Q2 2023 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 1,121 Masimo shares in Q2 2023, an estimated $207K.
  • B. Metzler seel. Sohn & Co first reported a position in Masimo in Q4 2020 and held it in 7 quarters.
  • B. Metzler seel. Sohn & Co's Masimo position peaked at $688K in Q4 2020.
  • 415 funds tracked by Wall St. Rank held Masimo as of Q2 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2023, filed 11 Aug 2023.