E. Ohman J:or Asset Management’s Masimo MASI Stock Holding History

E. Ohman J:or Asset 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
2023 Q3	–	Sell	-37,613	Closed	-$6.19M	–	427
2023 Q2	$6.19M	Sell	37,613 -2,000	-5%	-$348K	0.22%	65
2023 Q1	$7.31M	Hold	39,613	–	–	0.29%	59
2022 Q4	$5.86M	Hold	39,613	–	–	0.26%	65
2022 Q3	$5.59M	Sell	39,613 -19,574	-33%	-$2.86M	0.26%	65
2022 Q2	$7.73M	Buy	59,187 +7,200	+14%	+$963K	0.33%	58
2022 Q1	$7.57M	Buy	51,987 +49,187	+1,757%	+$9.44M	0.25%	69
2021 Q4	$820K	Buy	+2,800	New	+$797K	0.02%	343
2021 Q1	–	Sell	-78,903	Closed	-$21.2M	–	455
2020 Q4	$21.2M	Sell	78,903 -14,447	-15%	-$3.6M	0.86%	34
2020 Q3	$22M	Buy	+93,350	New	+$20.9M	1.09%	27
2019 Q2	–	Sell	-167,602	Closed	-$23.2M	–	386
2019 Q1	$23.2M	Buy	167,602 +16,034	+11%	+$2.01M	1.56%	19
2018 Q4	$16.3M	Buy	151,568 +36,143	+31%	+$4.03M	1.18%	26
2018 Q3	$14.4M	Sell	115,425 -29,836	-21%	-$3.31M	0.93%	28
2018 Q2	$14.2M	Buy	145,261 +6,998	+5%	+$665K	1.01%	25
2018 Q1	$12.2M	Buy	138,263 +25,378	+22%	+$2.21M	0.97%	27
2017 Q4	$9.57M	Buy	+112,885	New	+$9.79M	0.78%	32

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

E. Ohman J:or Asset Management's MASI Position: Q3 2023 in Review

E. Ohman J:or Asset Management sold out of Masimo (MASI) in Q3 2023, closing a stake of 37,613 shares — an estimated $6.19M sold.

E. Ohman J:or Asset Management first reported a position in MASI in Q4 2017 and held it in 15 quarters. The position peaked at $23.2M in Q1 2019. 356 funds tracked by Wall St. Rank hold MASI as of Q3 2023.

E. Ohman J:or Asset Management reported no remaining Masimo position as of Q3 2023 after selling out during the quarter.
E. Ohman J:or Asset Management sold 37,613 Masimo shares in Q3 2023, an estimated $6.19M.
E. Ohman J:or Asset Management first reported a position in Masimo in Q4 2017 and held it in 15 quarters.
E. Ohman J:or Asset Management's Masimo position peaked at $23.2M in Q1 2019.
356 funds tracked by Wall St. Rank held Masimo as of Q3 2023.

Based on E. Ohman J:or Asset Management's 13F filing for Q3 2023, filed 6 Feb 2024.