BA
MASI

Bellwether Advisors’s Masimo MASI Stock Holding History

Bellwether Advisors’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
Q4 		– Sell
-21
Closed -$2K – 511
2022
Q3 		$2K Buy
21
+17
+425% +$2.48K ﹤0.01% 393
2022
Q2 		$0 Hold
4
– – ﹤0.01% 503
2022
Q1 		$0 Buy
+4
New +$768 ﹤0.01% 586

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Bellwether Advisors's MASI Position: Q4 2022 in Review

Bellwether Advisors sold out of Masimo (MASI) in Q4 2022, closing a stake of 21 shares — an estimated $2K sold.

Bellwether Advisors first reported a position in MASI in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 405 funds tracked by Wall St. Rank hold MASI as of Q4 2022.

  • Bellwether Advisors reported no remaining Masimo position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 21 Masimo shares in Q4 2022, an estimated $2K.
  • Bellwether Advisors first reported a position in Masimo in Q1 2022 and held it in 3 quarters.
  • Bellwether Advisors's Masimo position peaked at $2K in Q3 2022.
  • 405 funds tracked by Wall St. Rank held Masimo as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.