EP
MASI

Edgestream Partners’s Masimo MASI Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-10,449
Closed -$1.39M – 995
2024
Q3 		$1.39M Buy
10,449
+5,325
+104% +$618K 0.06% 503
2024
Q2 		$645K Buy
+5,124
New +$675K 0.03% 625
2024
Q1 		– Sell
-2,297
Closed -$269K – 936
2023
Q4 		$269K Buy
+2,297
New +$214K 0.02% 741
2023
Q2 		– Sell
-2,782
Closed -$513K – 825
2023
Q1 		$513K Sell
2,782
-625
-18% -$105K 0.06% 397
2022
Q4 		$504K Buy
+3,407
New +$469K 0.06% 366
2021
Q4 		– Sell
-1,570
Closed -$425K – 545
2021
Q3 		$425K Buy
+1,570
New +$426K 0.03% 405

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Edgestream Partners's MASI Position: Q4 2024 in Review

Edgestream Partners sold out of Masimo (MASI) in Q4 2024, closing a stake of 10,449 shares — an estimated $1.39M sold.

Edgestream Partners first reported a position in MASI in Q3 2021 and held it in 6 quarters. The position peaked at $1.39M in Q3 2024. 365 funds tracked by Wall St. Rank hold MASI as of Q4 2024.

  • Edgestream Partners reported no remaining Masimo position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 10,449 Masimo shares in Q4 2024, an estimated $1.39M.
  • Edgestream Partners first reported a position in Masimo in Q3 2021 and held it in 6 quarters.
  • Edgestream Partners's Masimo position peaked at $1.39M in Q3 2024.
  • 365 funds tracked by Wall St. Rank held Masimo as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.