LF
MASI

Lee Financial’s Masimo MASI Stock Holding History

Lee Financial’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
-10
Closed -$877 – 902
2023
Q3 		$877 Hold
10
– – ﹤0.01% 776
2023
Q2 		$1.65K Hold
10
– – ﹤0.01% 693
2023
Q1 		$1.85K Buy
+10
New +$1.69K ﹤0.01% 685
2022
Q3 		– Sell
-1
Closed – – 928
2022
Q2 		$0 Buy
+1
New +$134 ﹤0.01% 929
2022
Q1 		– Sell
-78
Closed -$23K – 876
2021
Q4 		$23K Buy
+78
New +$22.2K ﹤0.01% 349

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

Lee Financial's MASI Position: Q4 2023 in Review

Lee Financial sold out of Masimo (MASI) in Q4 2023, closing a stake of 10 shares — an estimated $877 sold.

Lee Financial first reported a position in MASI in Q4 2021 and held it in 5 quarters. The position peaked at $23K in Q4 2021. 342 funds tracked by Wall St. Rank hold MASI as of Q4 2023.

  • Lee Financial reported no remaining Masimo position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 10 Masimo shares in Q4 2023, an estimated $877.
  • Lee Financial first reported a position in Masimo in Q4 2021 and held it in 5 quarters.
  • Lee Financial's Masimo position peaked at $23K in Q4 2021.
  • 342 funds tracked by Wall St. Rank held Masimo as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.