GIM
MASI

Goelzer Investment Management’s Masimo MASI Stock Holding History

Goelzer Investment 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
2020
Q4 		– Sell
-10,600
Closed -$2.5M – 230
2020
Q3 		$2.5M Hold
10,600
– – 0.23% 117
2020
Q2 		$2.42M Sell
10,600
-400
-4% -$87.8K 0.23% 119
2020
Q1 		$1.95M Sell
11,000
-500
-4% -$85.8K 0.22% 117
2019
Q4 		$1.82M Hold
11,500
– – 0.16% 152
2019
Q3 		$1.71M Hold
11,500
– – 0.16% 151
2019
Q2 		$1.71M Hold
11,500
– – 0.16% 154
2019
Q1 		$1.59M Buy
+11,500
New +$1.44M 0.15% 155

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
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goelzer Investment Management's MASI Position: Q4 2020 in Review

Goelzer Investment Management sold out of Masimo (MASI) in Q4 2020, closing a stake of 10,600 shares — an estimated $2.5M sold.

Goelzer Investment Management first reported a position in MASI in Q1 2019 and held it in 7 quarters. The position peaked at $2.5M in Q3 2020. 489 funds tracked by Wall St. Rank hold MASI as of Q4 2020.

  • Goelzer Investment Management reported no remaining Masimo position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 10,600 Masimo shares in Q4 2020, an estimated $2.5M.
  • Goelzer Investment Management first reported a position in Masimo in Q1 2019 and held it in 7 quarters.
  • Goelzer Investment Management's Masimo position peaked at $2.5M in Q3 2020.
  • 489 funds tracked by Wall St. Rank held Masimo as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.