Fulcrum Equity Management’s Masimo MASI Stock Holding History

Fulcrum Equity 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	-20	Closed	-$3K	–	173
2019 Q3	$3K	Buy	+20	New	+$3.04K	﹤0.01%	192

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

Fulcrum Equity Management's MASI Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Masimo (MASI) in Q4 2019, closing a stake of 20 shares — an estimated $3K sold.

Fulcrum Equity Management first reported a position in MASI in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 382 funds tracked by Wall St. Rank hold MASI as of Q4 2019.

Fulcrum Equity Management reported no remaining Masimo position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 20 Masimo shares in Q4 2019, an estimated $3K.
Fulcrum Equity Management first reported a position in Masimo in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's Masimo position peaked at $3K in Q3 2019.
382 funds tracked by Wall St. Rank held Masimo as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.