Knowledge Leaders Capital’s Masimo MASI Stock Holding History

Knowledge Leaders Capital’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 Q2	–	Sell	-5,632	Closed	-$1.04M	–	92
2023 Q1	$1.04M	Sell	5,632 -95	-2%	-$16K	1.37%	19
2022 Q4	$847K	Buy	5,727 +231	+4%	+$31.8K	1.12%	30
2022 Q3	$776K	Buy	+5,496	New	+$803K	0.99%	32
2022 Q2	–	Sell	-4,185	Closed	-$609K	–	124
2022 Q1	$609K	Hold	4,185	–	–	0.44%	88
2021 Q4	$1.23M	Buy	4,185 +405	+11%	+$115K	0.9%	41
2021 Q3	$1.02M	Buy	3,780 +45	+1%	+$12.2K	0.83%	44
2021 Q2	$906K	Buy	+3,735	New	+$852K	0.61%	78

Other funds holding MASI

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

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

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

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

LIP

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Knowledge Leaders Capital's MASI Position: Q2 2023 in Review

Knowledge Leaders Capital sold out of Masimo (MASI) in Q2 2023, closing a stake of 5,632 shares — an estimated $1.04M sold.

Knowledge Leaders Capital first reported a position in MASI in Q2 2021 and held it in 7 quarters. The position peaked at $1.23M in Q4 2021. 415 funds tracked by Wall St. Rank hold MASI as of Q2 2023.

Knowledge Leaders Capital reported no remaining Masimo position as of Q2 2023 after selling out during the quarter.
Knowledge Leaders Capital sold 5,632 Masimo shares in Q2 2023, an estimated $1.04M.
Knowledge Leaders Capital first reported a position in Masimo in Q2 2021 and held it in 7 quarters.
Knowledge Leaders Capital's Masimo position peaked at $1.23M in Q4 2021.
415 funds tracked by Wall St. Rank held Masimo as of Q2 2023.

Based on Knowledge Leaders Capital's 13F filing for Q2 2023, filed 10 Aug 2023.