FCI
MASI

Financial Counselors Inc’s Masimo MASI Stock Holding History

Financial Counselors 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
2020
Q2 		– Sell
-1,560
Closed -$276K – 533
2020
Q1 		$276K Hold
1,560
– – 0.01% 375
2019
Q4 		$247K Buy
1,560
+30
+2% +$4.51K 0.01% 473
2019
Q3 		$228K Buy
+1,530
New +$232K 0.01% 483
2019
Q2 		– Sell
-1,600
Closed -$221K – 538
2019
Q1 		$221K Buy
+1,600
New +$201K 0.01% 469

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Counselors Inc's MASI Position: Q2 2020 in Review

Financial Counselors Inc sold out of Masimo (MASI) in Q2 2020, closing a stake of 1,560 shares — an estimated $276K sold.

Financial Counselors Inc first reported a position in MASI in Q1 2019 and held it in 4 quarters. The position peaked at $276K in Q1 2020. 472 funds tracked by Wall St. Rank hold MASI as of Q2 2020.

  • Financial Counselors Inc reported no remaining Masimo position as of Q2 2020 after selling out during the quarter.
  • Financial Counselors Inc sold 1,560 Masimo shares in Q2 2020, an estimated $276K.
  • Financial Counselors Inc first reported a position in Masimo in Q1 2019 and held it in 4 quarters.
  • Financial Counselors Inc's Masimo position peaked at $276K in Q1 2020.
  • 472 funds tracked by Wall St. Rank held Masimo as of Q2 2020.

Based on Financial Counselors Inc's 13F filing for Q2 2020, filed 7 Aug 2020.