MWM
MASI

Moran Wealth Management’s Masimo MASI Stock Holding History

Moran Wealth Management’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
2024
Q2 		– Sell
-37,380
Closed -$5.49M – 418
2024
Q1 		$5.49M Buy
37,380
+1,632
+5% +$211K 0.18% 160
2023
Q4 		$4.19M Buy
35,748
+991
+3% +$92.4K 0.15% 187
2023
Q3 		$3.05M Buy
34,757
+1,097
+3% +$128K 0.12% 186
2023
Q2 		$5.54M Sell
33,660
-521
-2% -$90.7K 0.21% 148
2023
Q1 		$6.31M Buy
34,181
+4,694
+16% +$792K 0.24% 134
2022
Q4 		$4.36M Buy
+29,487
New +$4.06M 0.17% 166

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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Moran Wealth Management's MASI Position: Q2 2024 in Review

Moran Wealth Management sold out of Masimo (MASI) in Q2 2024, closing a stake of 37,380 shares — an estimated $5.49M sold.

Moran Wealth Management first reported a position in MASI in Q4 2022 and held it in 6 quarters. The position peaked at $6.31M in Q1 2023. 352 funds tracked by Wall St. Rank hold MASI as of Q2 2024.

  • Moran Wealth Management reported no remaining Masimo position as of Q2 2024 after selling out during the quarter.
  • Moran Wealth Management sold 37,380 Masimo shares in Q2 2024, an estimated $5.49M.
  • Moran Wealth Management first reported a position in Masimo in Q4 2022 and held it in 6 quarters.
  • Moran Wealth Management's Masimo position peaked at $6.31M in Q1 2023.
  • 352 funds tracked by Wall St. Rank held Masimo as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.