PMFA
MASI

Plante Moran Financial Advisors’s Masimo MASI Stock Holding History

Plante Moran Financial 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
2020
Q4 		– Sell
-25
Closed -$6K – 940
2020
Q3 		$6K Buy
+25
New +$5.6K ﹤0.01% 666

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
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Plante Moran Financial Advisors's MASI Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Masimo (MASI) in Q4 2020, closing a stake of 25 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in MASI in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 489 funds tracked by Wall St. Rank hold MASI as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Masimo position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 25 Masimo shares in Q4 2020, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Masimo in Q3 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Masimo position peaked at $6K in Q3 2020.
  • 489 funds tracked by Wall St. Rank held Masimo as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.