EI
MASI

Ellevest Inc’s Masimo MASI Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-73
Closed -$10.8K – 1995
2022
Q4 		$10.8K Sell
73
-47
-39% -$6.47K ﹤0.01% 1006
2022
Q3 		$17K Buy
120
+50
+71% +$7.3K ﹤0.01% 860
2022
Q2 		$9K Buy
+70
New +$9.37K ﹤0.01% 908
2020
Q4 		– Sell
-5
Closed -$1K – 1282
2020
Q3 		$1K Hold
5
– – ﹤0.01% 1030
2020
Q2 		$1K Hold
5
– – ﹤0.01% 1023
2020
Q1 		$1K Buy
+5
New +$858 ﹤0.01% 924

Other funds holding MASI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's MASI Position: Q1 2023 in Review

Ellevest Inc sold out of Masimo (MASI) in Q1 2023, closing a stake of 73 shares — an estimated $10.8K sold.

Ellevest Inc first reported a position in MASI in Q1 2020 and held it in 6 quarters. The position peaked at $17K in Q3 2022. 427 funds tracked by Wall St. Rank hold MASI as of Q1 2023.

  • Ellevest Inc reported no remaining Masimo position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 73 Masimo shares in Q1 2023, an estimated $10.8K.
  • Ellevest Inc first reported a position in Masimo in Q1 2020 and held it in 6 quarters.
  • Ellevest Inc's Masimo position peaked at $17K in Q3 2022.
  • 427 funds tracked by Wall St. Rank held Masimo as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.