DI
MASI

Disciplined Investments’s Masimo MASI Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-5
Closed -$823 – 945
2023
Q2 		$823 Sell
5
-1
-17% -$174 ﹤0.01% 1043
2023
Q1 		$1.11K Buy
6
+2
+50% +$337 ﹤0.01% 913
2022
Q4 		$592 Sell
4
-2
-33% -$275 ﹤0.01% 1125
2022
Q3 		$1K Buy
6
+1
+20% +$146 ﹤0.01% 987
2022
Q2 		$1K Buy
5
+1
+25% +$134 ﹤0.01% 1003
2022
Q1 		$1K Buy
+4
New +$768 ﹤0.01% 1065

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
Vanguard Group
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Disciplined Investments's MASI Position: Q3 2023 in Review

Disciplined Investments sold out of Masimo (MASI) in Q3 2023, closing a stake of 5 shares — an estimated $823 sold.

Disciplined Investments first reported a position in MASI in Q1 2022 and held it in 6 quarters. The position peaked at $1.11K in Q1 2023. 356 funds tracked by Wall St. Rank hold MASI as of Q3 2023.

  • Disciplined Investments reported no remaining Masimo position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Masimo shares in Q3 2023, an estimated $823.
  • Disciplined Investments first reported a position in Masimo in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Masimo position peaked at $1.11K in Q1 2023.
  • 356 funds tracked by Wall St. Rank held Masimo as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.