BFC
MASI

Bedel Financial Consulting’s Masimo MASI Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-19
Closed -$3K – 587
2022
Q1 		$3K Hold
19
– – ﹤0.01% 840
2021
Q4 		$6K Hold
19
– – ﹤0.01% 755
2021
Q3 		$5K Hold
19
– – ﹤0.01% 777
2021
Q2 		$5K Hold
19
– – ﹤0.01% 776
2021
Q1 		$4K Sell
19
-2
-10% -$502 ﹤0.01% 779
2020
Q4 		$6K Hold
21
– – ﹤0.01% 632
2020
Q3 		$5K Buy
21
+4
+24% +$897 ﹤0.01% 612
2020
Q2 		$4K Hold
17
– – ﹤0.01% 622
2020
Q1 		$3K Hold
17
– – ﹤0.01% 639
2019
Q4 		$3K Hold
17
– – ﹤0.01% 645
2019
Q3 		$3K Hold
17
– – ﹤0.01% 622
2019
Q2 		$3K Buy
+17
New +$2.33K ﹤0.01% 620

Other funds holding MASI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bedel Financial Consulting's MASI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Masimo (MASI) in Q2 2022, closing a stake of 19 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in MASI in Q2 2019 and held it in 12 quarters. The position peaked at $6K in Q4 2021. 416 funds tracked by Wall St. Rank hold MASI as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Masimo position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 19 Masimo shares in Q2 2022, an estimated $3K.
  • Bedel Financial Consulting first reported a position in Masimo in Q2 2019 and held it in 12 quarters.
  • Bedel Financial Consulting's Masimo position peaked at $6K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held Masimo as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.