RA
MASI

Rational Advisors’s Masimo MASI Stock Holding History

Rational 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
Q3 		– Sell
-2,700
Closed -$616K – 629
2020
Q2 		$616K Buy
+2,700
New +$593K 0.32% 103
2016
Q2 		– Sell
-12,250
Closed -$513K – 241
2016
Q1 		$513K Buy
+12,250
New +$461K 0.34% 82

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Rational Advisors's MASI Position: Q3 2020 in Review

Rational Advisors sold out of Masimo (MASI) in Q3 2020, closing a stake of 2,700 shares — an estimated $616K sold.

Rational Advisors first reported a position in MASI in Q1 2016 and held it in 2 quarters. The position peaked at $616K in Q2 2020. 457 funds tracked by Wall St. Rank hold MASI as of Q3 2020.

  • Rational Advisors reported no remaining Masimo position as of Q3 2020 after selling out during the quarter.
  • Rational Advisors sold 2,700 Masimo shares in Q3 2020, an estimated $616K.
  • Rational Advisors first reported a position in Masimo in Q1 2016 and held it in 2 quarters.
  • Rational Advisors's Masimo position peaked at $616K in Q2 2020.
  • 457 funds tracked by Wall St. Rank held Masimo as of Q3 2020.

Based on Rational Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.