Doyle Wealth Management’s Masimo MASI Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-25	Closed	-$4K	–	519
2019 Q2	$4K	Buy	+25	New	+$3.43K	﹤0.01%	756

Other funds holding MASI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Doyle Wealth Management's MASI Position: Q3 2019 in Review

Doyle Wealth Management sold out of Masimo (MASI) in Q3 2019, closing a stake of 25 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in MASI in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 392 funds tracked by Wall St. Rank hold MASI as of Q3 2019.

Doyle Wealth Management reported no remaining Masimo position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 25 Masimo shares in Q3 2019, an estimated $4K.
Doyle Wealth Management first reported a position in Masimo in Q2 2019 and held it in 1 quarter.
Doyle Wealth Management's Masimo position peaked at $4K in Q2 2019.
392 funds tracked by Wall St. Rank held Masimo as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.