Ethic Inc’s Masimo MASI Stock Holding History

Ethic 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	-1,396	Closed	-$207K	–	989
2022 Q4	$207K	Sell	1,396 -627	-31%	-$86.3K	0.01%	823
2022 Q3	$286K	Buy	+2,023	New	+$296K	0.02%	651

Other funds holding MASI

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

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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 London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ethic Inc's MASI Position: Q1 2023 in Review

Ethic Inc sold out of Masimo (MASI) in Q1 2023, closing a stake of 1,396 shares — an estimated $207K sold.

Ethic Inc first reported a position in MASI in Q3 2022 and held it in 2 quarters. The position peaked at $286K in Q3 2022. 427 funds tracked by Wall St. Rank hold MASI as of Q1 2023.

Ethic Inc reported no remaining Masimo position as of Q1 2023 after selling out during the quarter.
Ethic Inc sold 1,396 Masimo shares in Q1 2023, an estimated $207K.
Ethic Inc first reported a position in Masimo in Q3 2022 and held it in 2 quarters.
Ethic Inc's Masimo position peaked at $286K in Q3 2022.
427 funds tracked by Wall St. Rank held Masimo as of Q1 2023.

Based on Ethic Inc's 13F filing for Q1 2023, filed 12 May 2023.