Empirical Wealth Management’s Masimo MASI Stock Holding History

Empirical 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 Q4	–	Sell	-1,550	Closed	-$231K	–	337
2019 Q3	$231K	Buy	+1,550	New	+$235K	0.03%	265

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

CIP

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

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

Empirical Wealth Management's MASI Position: Q4 2019 in Review

Empirical Wealth Management sold out of Masimo (MASI) in Q4 2019, closing a stake of 1,550 shares — an estimated $231K sold.

Empirical Wealth Management first reported a position in MASI in Q3 2019 and held it in 1 quarter. The position peaked at $231K in Q3 2019. 382 funds tracked by Wall St. Rank hold MASI as of Q4 2019.

Empirical Wealth Management reported no remaining Masimo position as of Q4 2019 after selling out during the quarter.
Empirical Wealth Management sold 1,550 Masimo shares in Q4 2019, an estimated $231K.
Empirical Wealth Management first reported a position in Masimo in Q3 2019 and held it in 1 quarter.
Empirical Wealth Management's Masimo position peaked at $231K in Q3 2019.
382 funds tracked by Wall St. Rank held Masimo as of Q4 2019.

Based on Empirical Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.