MGIA
MASI

Moneta Group Investment Advisors’s Masimo MASI Stock Holding History

Moneta Group Investment 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
2022
Q1 		– Sell
-2,411
Closed -$706K – 472
2021
Q4 		$706K Sell
2,411
-42
-2% -$12K 0.03% 249
2021
Q3 		$664K Buy
2,453
+44
+2% +$11.9K 0.03% 240
2021
Q2 		$584K Sell
2,409
-1,810
-43% -$413K 0.03% 259
2021
Q1 		$969K Buy
+4,219
New +$1.06M 0.05% 184
2020
Q1 		– Sell
-1,563
Closed -$247K – 266
2019
Q4 		$247K Buy
1,563
+4
+0.3% +$601 0.02% 219
2019
Q3 		$232K Buy
+1,559
New +$237K 0.02% 232

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
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
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Moneta Group Investment Advisors's MASI Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of Masimo (MASI) in Q1 2022, closing a stake of 2,411 shares — an estimated $706K sold.

Moneta Group Investment Advisors first reported a position in MASI in Q3 2019 and held it in 6 quarters. The position peaked at $969K in Q1 2021. 457 funds tracked by Wall St. Rank hold MASI as of Q1 2022.

  • Moneta Group Investment Advisors reported no remaining Masimo position as of Q1 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,411 Masimo shares in Q1 2022, an estimated $706K.
  • Moneta Group Investment Advisors first reported a position in Masimo in Q3 2019 and held it in 6 quarters.
  • Moneta Group Investment Advisors's Masimo position peaked at $969K in Q1 2021.
  • 457 funds tracked by Wall St. Rank held Masimo as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.