JOYN Advisors’s Masimo MASI Stock Holding History

JOYN 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
2019 Q1	–	Sell	-34	Closed	-$4K	–	857
2018 Q4	$4K	Buy	34 +10	+42%	+$1.11K	﹤0.01%	1320
2018 Q3	$3K	Buy	24 +12	+100%	+$1.33K	﹤0.01%	1359
2018 Q2	$1K	Buy	+12	New	+$1.14K	﹤0.01%	1610

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JOYN Advisors's MASI Position: Q1 2019 in Review

JOYN Advisors sold out of Masimo (MASI) in Q1 2019, closing a stake of 34 shares — an estimated $4K sold.

JOYN Advisors first reported a position in MASI in Q2 2018 and held it in 3 quarters. The position peaked at $4K in Q4 2018. 405 funds tracked by Wall St. Rank hold MASI as of Q1 2019.

JOYN Advisors reported no remaining Masimo position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 34 Masimo shares in Q1 2019, an estimated $4K.
JOYN Advisors first reported a position in Masimo in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Masimo position peaked at $4K in Q4 2018.
405 funds tracked by Wall St. Rank held Masimo as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.