JWM
MASI

Jackson Wealth Management’s Masimo MASI Stock Holding History

Jackson Wealth 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
Q1 		– Sell
-19,841
Closed -$3.35M – 134
2019
Q4 		$3.35M Buy
19,841
+369
+2% +$55.5K 0.56% 53
2019
Q3 		$2.82M Buy
+19,472
New +$2.96M 0.59% 51

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Wealth Management's MASI Position: Q1 2020 in Review

Jackson Wealth Management sold out of Masimo (MASI) in Q1 2020, closing a stake of 19,841 shares — an estimated $3.35M sold.

Jackson Wealth Management first reported a position in MASI in Q3 2019 and held it in 2 quarters. The position peaked at $3.35M in Q4 2019. 400 funds tracked by Wall St. Rank hold MASI as of Q1 2020.

  • Jackson Wealth Management reported no remaining Masimo position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 19,841 Masimo shares in Q1 2020, an estimated $3.35M.
  • Jackson Wealth Management first reported a position in Masimo in Q3 2019 and held it in 2 quarters.
  • Jackson Wealth Management's Masimo position peaked at $3.35M in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Masimo as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.