IA
MASI

Inspire Advisors’s Masimo MASI Stock Holding History

Inspire Advisors’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
-2,505
Closed -$220K – 355
2023
Q3 		$220K Sell
2,505
-2,544
-50% -$296K 0.04% 244
2023
Q2 		$831K Buy
5,049
+745
+17% +$130K 0.16% 60
2023
Q1 		$794K Buy
+4,304
New +$726K 0.18% 45

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

Inspire Advisors's MASI Position: Q4 2023 in Review

Inspire Advisors sold out of Masimo (MASI) in Q4 2023, closing a stake of 2,505 shares — an estimated $220K sold.

Inspire Advisors first reported a position in MASI in Q1 2023 and held it in 3 quarters. The position peaked at $831K in Q2 2023. 342 funds tracked by Wall St. Rank hold MASI as of Q4 2023.

  • Inspire Advisors reported no remaining Masimo position as of Q4 2023 after selling out during the quarter.
  • Inspire Advisors sold 2,505 Masimo shares in Q4 2023, an estimated $220K.
  • Inspire Advisors first reported a position in Masimo in Q1 2023 and held it in 3 quarters.
  • Inspire Advisors's Masimo position peaked at $831K in Q2 2023.
  • 342 funds tracked by Wall St. Rank held Masimo as of Q4 2023.

Based on Inspire Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.