OIA
MASI

OneDigital Investment Advisors’s Masimo MASI Stock Holding History

OneDigital 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
-800
Closed -$234K – 812
2021
Q4 		$234K Sell
800
-66
-8% -$18.8K 0.01% 674
2021
Q3 		$234K Buy
866
+26
+3% +$7.05K 0.01% 639
2021
Q2 		$204K Buy
+840
New +$192K 0.01% 679
2021
Q1 		– Sell
-1,090
Closed -$293K – 740
2020
Q4 		$293K Sell
1,090
-1
-0.1% -$249 0.02% 494
2020
Q3 		$258K Buy
+1,091
New +$245K 0.02% 474

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

OneDigital Investment Advisors's MASI Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of Masimo (MASI) in Q1 2022, closing a stake of 800 shares — an estimated $234K sold.

OneDigital Investment Advisors first reported a position in MASI in Q3 2020 and held it in 5 quarters. The position peaked at $293K in Q4 2020. 457 funds tracked by Wall St. Rank hold MASI as of Q1 2022.

  • OneDigital Investment Advisors reported no remaining Masimo position as of Q1 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 800 Masimo shares in Q1 2022, an estimated $234K.
  • OneDigital Investment Advisors first reported a position in Masimo in Q3 2020 and held it in 5 quarters.
  • OneDigital Investment Advisors's Masimo position peaked at $293K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Masimo as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.