CM
MASI

Caption Management’s Masimo MASI Stock Holding History

Caption Management’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
2024
Q3 		– Sell
-70,300
Closed -$8.85M – 1472
2024
Q2 		$8.85M Buy
+70,300
New +$9.26M 0.14% 162
2023
Q4 		– Sell
-19,400
Closed -$1.7M – 1531
2023
Q3 		$1.7M Buy
+19,400
New +$2.26M 0.03% 627

Other funds holding MASI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return