NFP
MASI

Narus Financial Partners’s Masimo MASI Stock Holding History

Narus Financial 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
2019
Q4 		$340K Hold
2,153
– – 0.24% 49
2019
Q3 		$320K Hold
2,153
– – 0.24% 50
2019
Q2 		$320K Buy
+2,153
New +$295K 0.25% 49
2017
Q3 		$470K Hold
5,424
– – 0.41% 37
2017
Q2 		$495K Sell
5,424
-342
-6% -$31.4K 0.46% 32
2017
Q1 		$538K Sell
5,766
-585
-9% -$48.2K 0.52% 28
2016
Q4 		$428K Buy
+6,351
New +$390K 0.45% 33

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Narus Financial Partners's MASI Position: Q4 2019 in Review

Narus Financial Partners held its Masimo (MASI) position steady in Q4 2019 at 2,153 shares worth $340K. The position accounts for 0.24% of the portfolio, ranked #49.

Narus Financial Partners first reported a position in MASI in Q4 2016 and has held it in 7 quarters since. The position peaked at $538K in Q1 2017. 382 funds tracked by Wall St. Rank hold MASI as of Q4 2019.

  • Narus Financial Partners held 2,153 shares of Masimo worth $340K as of Q4 2019.
  • Narus Financial Partners left its Masimo share count unchanged in Q4 2019.
  • Masimo made up 0.24% of Narus Financial Partners's portfolio in Q4 2019, its #49 holding.
  • Narus Financial Partners first reported a position in Masimo in Q4 2016 and has held it in 7 quarters since.
  • Narus Financial Partners's Masimo position peaked at $538K in Q1 2017.
  • 382 funds tracked by Wall St. Rank held Masimo as of Q4 2019.

Based on Narus Financial Partners's 13F filing for Q4 2019, filed 14 May 2024.