Mutual Advisors’s Masimo MASI Stock Holding History

Mutual 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
2023 Q2	–	Sell	-1,177	Closed	-$217K	–	1039
2023 Q1	$217K	Buy	+1,177	New	+$199K	0.01%	895

Other funds holding MASI

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

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

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

LIP

Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mutual Advisors's MASI Position: Q2 2023 in Review

Mutual Advisors sold out of Masimo (MASI) in Q2 2023, closing a stake of 1,177 shares — an estimated $217K sold.

Mutual Advisors first reported a position in MASI in Q1 2023 and held it in 1 quarter. The position peaked at $217K in Q1 2023. 415 funds tracked by Wall St. Rank hold MASI as of Q2 2023.

Mutual Advisors reported no remaining Masimo position as of Q2 2023 after selling out during the quarter.
Mutual Advisors sold 1,177 Masimo shares in Q2 2023, an estimated $217K.
Mutual Advisors first reported a position in Masimo in Q1 2023 and held it in 1 quarter.
Mutual Advisors's Masimo position peaked at $217K in Q1 2023.
415 funds tracked by Wall St. Rank held Masimo as of Q2 2023.

Based on Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.