JIM
MASI

Jupiter Investment Management’s Masimo MASI Stock Holding History

Jupiter Investment 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
-18,103
Closed -$2.86M – 446
2019
Q4 		$2.86M Sell
18,103
-35,216
-66% -$5.29M 0.04% 267
2019
Q3 		$7.93M Sell
53,319
-52,462
-50% -$7.97M 0.1% 198
2019
Q2 		$15.7M Sell
105,781
-299,127
-74% -$41M 0.16% 138
2019
Q1 		$56M Sell
404,908
-374,592
-48% -$47M 0.52% 63
2018
Q4 		$83.7M Buy
779,500
+87,476
+13% +$9.75M 0.74% 45
2018
Q3 		$86.2M Sell
692,024
-142,716
-17% -$15.8M 0.59% 59
2018
Q2 		$81.5M Sell
834,740
-106,204
-11% -$10.1M 0.58% 58
2018
Q1 		$82.8M Buy
940,944
+59,944
+7% +$5.23M 0.66% 46
2017
Q4 		$74.7M Buy
881,000
+72,512
+9% +$6.29M 0.69% 50
2017
Q3 		$70M Buy
808,488
+238,601
+42% +$21.1M 0.73% 44
2017
Q2 		$52M Buy
569,887
+173,518
+44% +$15.9M 0.63% 51
2017
Q1 		$37M Buy
396,369
+125,223
+46% +$10.3M 0.52% 63
2016
Q4 		$18.3M Sell
271,146
-2,748
-1% -$169K 0.32% 86
2016
Q3 		$16.3M Sell
273,894
-5,047
-2% -$285K 0.28% 78
2016
Q2 		$14.6M Sell
278,941
-6,454
-2% -$304K 0.27% 96
2016
Q1 		$11.9M Buy
285,395
+88,768
+45% +$3.34M 0.24% 116
2015
Q4 		$8.16M Buy
196,627
+135,601
+222% +$5.54M 0.22% 116
2015
Q3 		$2.35M Buy
61,026
+38,610
+172% +$1.58M 0.07% 164
2015
Q2 		$868K Buy
+22,416
New +$803K 0.03% 196

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

Jupiter Investment Management's MASI Position: Q1 2020 in Review

Jupiter Investment Management sold out of Masimo (MASI) in Q1 2020, closing a stake of 18,103 shares — an estimated $2.86M sold.

Jupiter Investment Management first reported a position in MASI in Q2 2015 and held it in 19 quarters. The position peaked at $86.2M in Q3 2018. 400 funds tracked by Wall St. Rank hold MASI as of Q1 2020.

  • Jupiter Investment Management reported no remaining Masimo position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 18,103 Masimo shares in Q1 2020, an estimated $2.86M.
  • Jupiter Investment Management first reported a position in Masimo in Q2 2015 and held it in 19 quarters.
  • Jupiter Investment Management's Masimo position peaked at $86.2M in Q3 2018.
  • 400 funds tracked by Wall St. Rank held Masimo as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.