Luther King Capital Management (LKCM)
MASI

Luther King Capital Management (LKCM)’s Masimo MASI Stock Holding History

Luther King Capital Management (LKCM)’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
2017
Q4 		– Sell
-4,220
Closed -$365K – 530
2017
Q3 		$365K Sell
4,220
-5,450
-56% -$482K ﹤0.01% 432
2017
Q2 		$882K Sell
9,670
-15
-0.2% -$1.38K 0.01% 361
2017
Q1 		$903K Sell
9,685
-150
-2% -$12.3K 0.01% 354
2016
Q4 		$663K Buy
+9,835
New +$604K 0.01% 381

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Luther King Capital Management (LKCM)'s MASI Position: Q4 2017 in Review

Luther King Capital Management (LKCM) sold out of Masimo (MASI) in Q4 2017, closing a stake of 4,220 shares — an estimated $365K sold.

Luther King Capital Management (LKCM) first reported a position in MASI in Q4 2016 and held it in 4 quarters. The position peaked at $903K in Q1 2017. 338 funds tracked by Wall St. Rank hold MASI as of Q4 2017.

  • Luther King Capital Management (LKCM) reported no remaining Masimo position as of Q4 2017 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 4,220 Masimo shares in Q4 2017, an estimated $365K.
  • Luther King Capital Management (LKCM) first reported a position in Masimo in Q4 2016 and held it in 4 quarters.
  • Luther King Capital Management (LKCM)'s Masimo position peaked at $903K in Q1 2017.
  • 338 funds tracked by Wall St. Rank held Masimo as of Q4 2017.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2017, filed 12 Feb 2018.