Financial Gravity Asset Management’s Masimo MASI Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-165	Closed	-$451	–	1548
2023 Q2	$451	Buy	+165	New	+$28.7K	﹤0.01%	1020
2022 Q2	–	Sell	-146	Closed	-$1	–	800
2022 Q1	$1	Sell	146 -147	-50%	-$28.2K	﹤0.01%	887
2021 Q4	$1	Buy	+293	New	+$83.4K	﹤0.01%	949
2021 Q3	–	Hold	0	–	–	–	131
2021 Q2	–	Hold	0	–	–	–	153
2021 Q1	–	Hold	0	–	–	–	698
2019 Q4	–	Sell	-205	Closed	-$31K	–	1585
2019 Q3	$31K	Sell	205 -2	-1%	-$304	0.03%	374
2019 Q2	$31K	Buy	+207	New	+$28.4K	0.03%	407

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

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

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

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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Financial Gravity Asset Management's MASI Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Masimo (MASI) in Q3 2023, closing a stake of 165 shares — an estimated $451 sold.

Financial Gravity Asset Management first reported a position in MASI in Q2 2019 and held it in 5 quarters. The position peaked at $31K in Q3 2019. 356 funds tracked by Wall St. Rank hold MASI as of Q3 2023.

Financial Gravity Asset Management reported no remaining Masimo position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 165 Masimo shares in Q3 2023, an estimated $451.
Financial Gravity Asset Management first reported a position in Masimo in Q2 2019 and held it in 5 quarters.
Financial Gravity Asset Management's Masimo position peaked at $31K in Q3 2019.
356 funds tracked by Wall St. Rank held Masimo as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.