CAS
MASI

Cascadia Advisory Services’s Masimo MASI Stock Holding History

Cascadia Advisory Services’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 		$242K Buy
895
+65
+8% +$17.6K 0.05% 227
2021
Q2 		$201K Buy
+830
New +$189K 0.04% 236

Other funds holding MASI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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 $11.7B AUM 174.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Cascadia Advisory Services's MASI Position: Q3 2021 in Review

Cascadia Advisory Services increased its Masimo (MASI) stake by 7.8% in Q3 2021, buying an estimated $17.6K and bringing the position to 895 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #227.

Cascadia Advisory Services first reported a position in MASI in Q2 2021 and has held it in 2 quarters since. 472 funds tracked by Wall St. Rank hold MASI as of Q3 2021.

  • Cascadia Advisory Services held 895 shares of Masimo worth $242K as of Q3 2021.
  • Cascadia Advisory Services bought 65 Masimo shares in Q3 2021, an estimated $17.6K.
  • Masimo made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #227 holding.
  • Cascadia Advisory Services first reported a position in Masimo in Q2 2021 and has held it in 2 quarters since.
  • 472 funds tracked by Wall St. Rank held Masimo as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.