LWCFA
MASI

Loring Wolcott & Coolidge Fiduciary Advisors’s Masimo MASI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-7
Closed -$2K – 866
2021
Q2 		$2K Buy
+7
New +$1.6K ﹤0.01% 868

Other funds holding MASI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MASI Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Masimo (MASI) in Q3 2021, closing a stake of 7 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MASI in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 472 funds tracked by Wall St. Rank hold MASI as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Masimo position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 7 Masimo shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Masimo in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Masimo position peaked at $2K in Q2 2021.
  • 472 funds tracked by Wall St. Rank held Masimo as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.