GI
MASI

Gradient Investments’s Masimo MASI Stock Holding History

Gradient Investments’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
Q4 		– Sell
-50
Closed -$4.38K – 1879
2023
Q3 		$4.38K Hold
50
– – ﹤0.01% 983
2023
Q2 		$8.23K Hold
50
– – ﹤0.01% 847
2023
Q1 		$9.23K Buy
+50
New +$8.44K ﹤0.01% 829
2022
Q1 		– Sell
-16
Closed -$5K – 1273
2021
Q4 		$5K Buy
+16
New +$4.56K ﹤0.01% 936

Other funds holding MASI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Gradient Investments's MASI Position: Q4 2023 in Review

Gradient Investments sold out of Masimo (MASI) in Q4 2023, closing a stake of 50 shares — an estimated $4.38K sold.

Gradient Investments first reported a position in MASI in Q4 2021 and held it in 4 quarters. The position peaked at $9.23K in Q1 2023. 342 funds tracked by Wall St. Rank hold MASI as of Q4 2023.

  • Gradient Investments reported no remaining Masimo position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 50 Masimo shares in Q4 2023, an estimated $4.38K.
  • Gradient Investments first reported a position in Masimo in Q4 2021 and held it in 4 quarters.
  • Gradient Investments's Masimo position peaked at $9.23K in Q1 2023.
  • 342 funds tracked by Wall St. Rank held Masimo as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.