CIA
MASI

CSat Investment Advisory’s Masimo MASI Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-132
Closed -$31K – 773
2020
Q3 		$31K Buy
132
+10
+8% +$2.24K ﹤0.01% 757
2020
Q2 		$28K Sell
122
-23
-16% -$5.05K ﹤0.01% 758
2020
Q1 		$26K Buy
145
+25
+21% +$4.29K 0.01% 680
2019
Q4 		$19K Buy
120
+14
+13% +$2.1K 0.01% 801
2019
Q3 		$16K Buy
106
+14
+15% +$2.13K 0.01% 777
2019
Q2 		$14K Buy
+92
New +$12.6K ﹤0.01% 776

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CSat Investment Advisory's MASI Position: Q4 2020 in Review

CSat Investment Advisory sold out of Masimo (MASI) in Q4 2020, closing a stake of 132 shares — an estimated $31K sold.

CSat Investment Advisory first reported a position in MASI in Q2 2019 and held it in 6 quarters. The position peaked at $31K in Q3 2020. 489 funds tracked by Wall St. Rank hold MASI as of Q4 2020.

  • CSat Investment Advisory reported no remaining Masimo position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 132 Masimo shares in Q4 2020, an estimated $31K.
  • CSat Investment Advisory first reported a position in Masimo in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Masimo position peaked at $31K in Q3 2020.
  • 489 funds tracked by Wall St. Rank held Masimo as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.