MFGM
MASI

Marshall Financial Group (Maryland)’s Masimo MASI Stock Holding History

Marshall Financial Group (Maryland)’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
2022
Q4 		– Sell
-6,362
Closed -$898K – 188
2022
Q3 		$898K Buy
6,362
+9
+0.1% +$1.31K 0.38% 76
2022
Q2 		$830K Buy
+6,353
New +$850K 0.33% 96

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MASI Position: Q4 2022 in Review

Marshall Financial Group (Maryland) sold out of Masimo (MASI) in Q4 2022, closing a stake of 6,362 shares — an estimated $898K sold.

Marshall Financial Group (Maryland) first reported a position in MASI in Q2 2022 and held it in 2 quarters. The position peaked at $898K in Q3 2022. 405 funds tracked by Wall St. Rank hold MASI as of Q4 2022.

  • Marshall Financial Group (Maryland) reported no remaining Masimo position as of Q4 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 6,362 Masimo shares in Q4 2022, an estimated $898K.
  • Marshall Financial Group (Maryland) first reported a position in Masimo in Q2 2022 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Masimo position peaked at $898K in Q3 2022.
  • 405 funds tracked by Wall St. Rank held Masimo as of Q4 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2022, filed 1 Feb 2023.