Echo Street Capital Management’s Masimo MASI Stock Holding History

Echo Street Capital 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 Q4	–	Sell	-7,151	Closed	-$627K	–	255
2023 Q3	$627K	Buy	7,151 +5,202	+267%	+$605K	0.01%	217
2023 Q2	$321K	Buy	+1,949	New	+$339K	﹤0.01%	368
2022 Q4	–	Sell	-2,596	Closed	-$366K	–	593
2022 Q3	$366K	Sell	2,596 -2,713	-51%	-$396K	﹤0.01%	353
2022 Q2	$694K	Buy	5,309 +1,110	+26%	+$149K	0.01%	234
2022 Q1	$611K	Buy	4,199 +2,985	+246%	+$573K	﹤0.01%	360
2021 Q4	$355K	Buy	1,214 +63	+5%	+$17.9K	﹤0.01%	492
2021 Q3	$312K	Buy	+1,151	New	+$312K	﹤0.01%	515
2021 Q2	–	Sell	-1,609	Closed	-$370K	–	670
2021 Q1	$370K	Buy	+1,609	New	+$404K	﹤0.01%	380

Other funds holding MASI

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

BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

Echo Street Capital Management's MASI Position: Q4 2023 in Review

Echo Street Capital Management sold out of Masimo (MASI) in Q4 2023, closing a stake of 7,151 shares — an estimated $627K sold.

Echo Street Capital Management first reported a position in MASI in Q1 2021 and held it in 8 quarters. The position peaked at $694K in Q2 2022. 342 funds tracked by Wall St. Rank hold MASI as of Q4 2023.

Echo Street Capital Management reported no remaining Masimo position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,151 Masimo shares in Q4 2023, an estimated $627K.
Echo Street Capital Management first reported a position in Masimo in Q1 2021 and held it in 8 quarters.
Echo Street Capital Management's Masimo position peaked at $694K in Q2 2022.
342 funds tracked by Wall St. Rank held Masimo as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.