Moody Aldrich Partners’s Masimo MASI Stock Holding History

Moody Aldrich Partners’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
2020 Q2	–	Sell	-1,944	Closed	-$344K	–	178
2020 Q1	$344K	Sell	1,944 -7	-0.4%	-$1.2K	0.1%	117
2019 Q4	$308K	Buy	1,951 +417	+27%	+$62.7K	0.06%	126
2019 Q3	$228K	Sell	1,534 -25	-2%	-$3.8K	0.06%	118
2019 Q2	$232K	Buy	+1,559	New	+$214K	0.06%	118
2018 Q3	–	Sell	-29,893	Closed	-$2.92M	–	113
2018 Q2	$2.92M	Buy	+29,893	New	+$2.84M	1.04%	46

Other funds holding MASI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Moody Aldrich Partners's MASI Position: Q2 2020 in Review

Moody Aldrich Partners sold out of Masimo (MASI) in Q2 2020, closing a stake of 1,944 shares — an estimated $344K sold.

Moody Aldrich Partners first reported a position in MASI in Q2 2018 and held it in 5 quarters. The position peaked at $2.92M in Q2 2018. 472 funds tracked by Wall St. Rank hold MASI as of Q2 2020.

Moody Aldrich Partners reported no remaining Masimo position as of Q2 2020 after selling out during the quarter.
Moody Aldrich Partners sold 1,944 Masimo shares in Q2 2020, an estimated $344K.
Moody Aldrich Partners first reported a position in Masimo in Q2 2018 and held it in 5 quarters.
Moody Aldrich Partners's Masimo position peaked at $2.92M in Q2 2018.
472 funds tracked by Wall St. Rank held Masimo as of Q2 2020.

Based on Moody Aldrich Partners's 13F filing for Q2 2020, filed 30 Jul 2020.