LWM
MASI

Liberty Wealth Management’s Masimo MASI Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1
Closed – – 721
2021
Q3 		$0 Buy
+1
New +$271 ﹤0.01% 1210
2019
Q2 		– Sell
-48
Closed -$6K – 926
2019
Q1 		$6K Sell
48
-24
-33% -$3.01K ﹤0.01% 517
2018
Q4 		$7K Buy
+72
New +$8.03K 0.01% 485

Other funds holding MASI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Liberty Wealth Management's MASI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Masimo (MASI) in Q4 2021, closing a stake of 1 share.

Liberty Wealth Management first reported a position in MASI in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q4 2018. 519 funds tracked by Wall St. Rank hold MASI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Masimo position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1 Masimo share in Q4 2021.
  • Liberty Wealth Management first reported a position in Masimo in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's Masimo position peaked at $7K in Q4 2018.
  • 519 funds tracked by Wall St. Rank held Masimo as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.