Crewe Advisors’s Masimo MASI Stock Holding History

Crewe 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
2024 Q2	–	Sell	-70	Closed	-$10.3K	–	999
2024 Q1	$10.3K	Buy	+70	New	+$9.04K	﹤0.01%	615

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Crewe Advisors's MASI Position: Q2 2024 in Review

Crewe Advisors sold out of Masimo (MASI) in Q2 2024, closing a stake of 70 shares — an estimated $10.3K sold.

Crewe Advisors first reported a position in MASI in Q1 2024 and held it in 1 quarter. The position peaked at $10.3K in Q1 2024. 352 funds tracked by Wall St. Rank hold MASI as of Q2 2024.

Crewe Advisors reported no remaining Masimo position as of Q2 2024 after selling out during the quarter.
Crewe Advisors sold 70 Masimo shares in Q2 2024, an estimated $10.3K.
Crewe Advisors first reported a position in Masimo in Q1 2024 and held it in 1 quarter.
Crewe Advisors's Masimo position peaked at $10.3K in Q1 2024.
352 funds tracked by Wall St. Rank held Masimo as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.