FHC
MASI

First Heartland Consultants’s Masimo MASI Stock Holding History

First Heartland Consultants’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
2022
Q1 		– Sell
-1,092
Closed -$319 – 389
2021
Q4 		$319 Sell
1,092
-190
-15% -$54.1K 0.01% 262
2021
Q3 		$347K Sell
1,282
-153
-11% -$41.5K 0.05% 249
2021
Q2 		$348K Buy
1,435
+400
+39% +$91.3K 0.05% 263
2021
Q1 		$238K Buy
+1,035
New +$260K 0.04% 334

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

First Heartland Consultants's MASI Position: Q1 2022 in Review

First Heartland Consultants sold out of Masimo (MASI) in Q1 2022, closing a stake of 1,092 shares — an estimated $319 sold.

First Heartland Consultants first reported a position in MASI in Q1 2021 and held it in 4 quarters. The position peaked at $348K in Q2 2021. 457 funds tracked by Wall St. Rank hold MASI as of Q1 2022.

  • First Heartland Consultants reported no remaining Masimo position as of Q1 2022 after selling out during the quarter.
  • First Heartland Consultants sold 1,092 Masimo shares in Q1 2022, an estimated $319.
  • First Heartland Consultants first reported a position in Masimo in Q1 2021 and held it in 4 quarters.
  • First Heartland Consultants's Masimo position peaked at $348K in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Masimo as of Q1 2022.

Based on First Heartland Consultants's 13F filing for Q1 2022, filed 21 Apr 2022.