IMA Advisory Services’s Masimo MASI Stock Holding History

IMA Advisory Services’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 Q4	–	Sell	-1	Closed	–	–	401
2022 Q3	$0	Buy	+1	New	+$146	﹤0.01%	386

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

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

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

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

LIP

Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

IMA Advisory Services's MASI Position: Q4 2022 in Review

IMA Advisory Services sold out of Masimo (MASI) in Q4 2022, closing a stake of 1 share.

IMA Advisory Services first reported a position in MASI in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 405 funds tracked by Wall St. Rank hold MASI as of Q4 2022.

IMA Advisory Services reported no remaining Masimo position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 1 Masimo share in Q4 2022.
IMA Advisory Services first reported a position in Masimo in Q3 2022 and held it in 1 quarter.
IMA Advisory Services's Masimo position peaked at $0 in Q3 2022.
405 funds tracked by Wall St. Rank held Masimo as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.