BCA
MASI

Berman Capital Advisors’s Masimo MASI Stock Holding History

Berman Capital 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
2021
Q3 		$6K Hold
23
– – ﹤0.01% 1382
2021
Q2 		$5K Sell
23
-3
-12% -$684 ﹤0.01% 1353
2021
Q1 		$5K Buy
26
+4
+18% +$1K ﹤0.01% 1274
2020
Q4 		$5K Buy
22
+3
+16% +$748 ﹤0.01% 1154
2020
Q3 		$4K Hold
19
– – ﹤0.01% 1118
2020
Q2 		$4K Buy
19
+5
+36% +$1.1K ﹤0.01% 1068
2020
Q1 		$2K Hold
14
– – ﹤0.01% 1150
2019
Q4 		$2K Hold
14
– – ﹤0.01% 1217
2019
Q3 		$2K Hold
14
– – ﹤0.01% 1198
2019
Q2 		$2K Hold
14
– – ﹤0.01% 1208
2019
Q1 		$1K Buy
+14
New +$1.76K ﹤0.01% 1232

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
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Berman Capital Advisors's MASI Position: Q3 2021 in Review

Berman Capital Advisors held its Masimo (MASI) position steady in Q3 2021 at 23 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Berman Capital Advisors first reported a position in MASI in Q1 2019 and has held it in 11 quarters since. 472 funds tracked by Wall St. Rank hold MASI as of Q3 2021.

  • Berman Capital Advisors held 23 shares of Masimo worth $6K as of Q3 2021.
  • Berman Capital Advisors left its Masimo share count unchanged in Q3 2021.
  • Masimo made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1382 holding.
  • Berman Capital Advisors first reported a position in Masimo in Q1 2019 and has held it in 11 quarters since.
  • 472 funds tracked by Wall St. Rank held Masimo as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.