MilWealth Group’s Masimo MASI Stock Holding History

MilWealth Group’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	-8	Closed	-$2.17K	–	173
2021 Q3	$2.17K	Buy	+8	New	+$2.17K	﹤0.01%	135

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

MilWealth Group's MASI Position: Q4 2021 in Review

MilWealth Group sold out of Masimo (MASI) in Q4 2021, closing a stake of 8 shares — an estimated $2.17K sold.

MilWealth Group first reported a position in MASI in Q3 2021 and held it in 1 quarter. The position peaked at $2.17K in Q3 2021. 519 funds tracked by Wall St. Rank hold MASI as of Q4 2021.

MilWealth Group reported no remaining Masimo position as of Q4 2021 after selling out during the quarter.
MilWealth Group sold 8 Masimo shares in Q4 2021, an estimated $2.17K.
MilWealth Group first reported a position in Masimo in Q3 2021 and held it in 1 quarter.
MilWealth Group's Masimo position peaked at $2.17K in Q3 2021.
519 funds tracked by Wall St. Rank held Masimo as of Q4 2021.

Based on MilWealth Group's 13F filing for Q4 2021, filed 9 May 2023.