Bank Julius Baer & Co
MASI

Bank Julius Baer & Co’s Masimo MASI Stock Holding History

Bank Julius Baer & 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
2022
Q3 		– Sell
-559
Closed -$73K – 616
2022
Q2 		$73K Hold
559
– – ﹤0.01% 507
2022
Q1 		$81K Hold
559
– – ﹤0.01% 498
2021
Q4 		$164K Sell
559
-53
-9% -$15.1K ﹤0.01% 562
2021
Q3 		$166K Sell
612
-73
-11% -$19.8K ﹤0.01% 566
2021
Q2 		$166K Buy
685
+46
+7% +$10.5K ﹤0.01% 591
2021
Q1 		$147K Sell
639
-3,467
-84% -$871K ﹤0.01% 585
2020
Q4 		$1.1M Buy
4,106
+3,251
+380% +$811K 0.01% 334
2020
Q3 		$202K Buy
855
+4
+0.5% +$897 ﹤0.01% 509
2020
Q2 		$194K Buy
+851
New +$187K ﹤0.01% 463

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

Bank Julius Baer & Co's MASI Position: Q3 2022 in Review

Bank Julius Baer & Co sold out of Masimo (MASI) in Q3 2022, closing a stake of 559 shares — an estimated $73K sold.

Bank Julius Baer & Co first reported a position in MASI in Q2 2020 and held it in 9 quarters. The position peaked at $1.1M in Q4 2020. 419 funds tracked by Wall St. Rank hold MASI as of Q3 2022.

  • Bank Julius Baer & Co reported no remaining Masimo position as of Q3 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 559 Masimo shares in Q3 2022, an estimated $73K.
  • Bank Julius Baer & Co first reported a position in Masimo in Q2 2020 and held it in 9 quarters.
  • Bank Julius Baer & Co's Masimo position peaked at $1.1M in Q4 2020.
  • 419 funds tracked by Wall St. Rank held Masimo as of Q3 2022.

Based on Bank Julius Baer & Co's 13F filing for Q3 2022, filed 4 Nov 2022.