CFO
MASI

CVA Family Office’s Masimo MASI Stock Holding History

CVA Family Office’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
-4
Closed -$504 – 1319
2024
Q2 		$504 Buy
+4
New +$527 ﹤0.01% 1202
2022
Q4 		– Sell
-20
Closed -$3K – 986
2022
Q3 		$3K Hold
20
– – ﹤0.01% 783
2022
Q2 		$3K Buy
20
+5
+33% +$669 ﹤0.01% 799
2022
Q1 		$2K Sell
15
-5
-25% -$960 ﹤0.01% 880
2021
Q4 		$6K Buy
+20
New +$5.7K ﹤0.01% 724
2021
Q3 		– Sell
-20
Closed -$5K – 656
2021
Q2 		$5K Buy
+20
New +$4.56K ﹤0.01% 766

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

CVA Family Office's MASI Position: Q3 2024 in Review

CVA Family Office sold out of Masimo (MASI) in Q3 2024, closing a stake of 4 shares — an estimated $504 sold.

CVA Family Office first reported a position in MASI in Q2 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 362 funds tracked by Wall St. Rank hold MASI as of Q3 2024.

  • CVA Family Office reported no remaining Masimo position as of Q3 2024 after selling out during the quarter.
  • CVA Family Office sold 4 Masimo shares in Q3 2024, an estimated $504.
  • CVA Family Office first reported a position in Masimo in Q2 2021 and held it in 6 quarters.
  • CVA Family Office's Masimo position peaked at $6K in Q4 2021.
  • 362 funds tracked by Wall St. Rank held Masimo as of Q3 2024.

Based on CVA Family Office's 13F filing for Q3 2024, filed 10 Oct 2024.