PWS
MASI

Peloton Wealth Strategists’s Masimo MASI Stock Holding History

Peloton Wealth Strategists’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
Q1 		– Sell
-5,950
Closed -$697K – 94
2023
Q4 		$697K Sell
5,950
-2,550
-30% -$238K 0.3% 70
2023
Q3 		$745K Sell
8,500
-1,050
-11% -$122K 0.34% 67
2023
Q2 		$1.57M Sell
9,550
-15
-0.2% -$2.61K 0.7% 54
2023
Q1 		$1.76M Hold
9,565
– – 0.81% 46
2022
Q4 		$1.42M Buy
9,565
+200
+2% +$27.5K 0.68% 50
2022
Q3 		$1.32M Buy
9,365
+65
+0.7% +$9.5K 0.69% 54
2022
Q2 		$1.22M Buy
+9,300
New +$1.24M 0.59% 58

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
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Peloton Wealth Strategists's MASI Position: Q1 2024 in Review

Peloton Wealth Strategists sold out of Masimo (MASI) in Q1 2024, closing a stake of 5,950 shares — an estimated $697K sold.

Peloton Wealth Strategists first reported a position in MASI in Q2 2022 and held it in 7 quarters. The position peaked at $1.76M in Q1 2023. 339 funds tracked by Wall St. Rank hold MASI as of Q1 2024.

  • Peloton Wealth Strategists reported no remaining Masimo position as of Q1 2024 after selling out during the quarter.
  • Peloton Wealth Strategists sold 5,950 Masimo shares in Q1 2024, an estimated $697K.
  • Peloton Wealth Strategists first reported a position in Masimo in Q2 2022 and held it in 7 quarters.
  • Peloton Wealth Strategists's Masimo position peaked at $1.76M in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Masimo as of Q1 2024.

Based on Peloton Wealth Strategists's 13F filing for Q1 2024, filed 14 May 2024.