RDIA
MASI

RE Dickinson Investment Advisors’s Masimo MASI Stock Holding History

RE Dickinson 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
2023
Q4 		– Sell
-22
Closed -$2K – 255
2023
Q3 		$2K Sell
22
-10
-31% -$1.16K ﹤0.01% 232
2023
Q2 		$5K Hold
32
– – ﹤0.01% 284
2023
Q1 		$6K Hold
32
– – ﹤0.01% 300
2022
Q4 		$5K Hold
32
– – ﹤0.01% 291
2022
Q3 		$5K Hold
32
– – ﹤0.01% 180
2022
Q2 		$4 Hold
32
– – ﹤0.01% 215
2022
Q1 		$5K Hold
32
– – ﹤0.01% 215
2021
Q4 		$9K Buy
+32
New +$9.11K 0.01% 180

Other funds holding MASI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
PCM
Politan Capital Management New York $985M AUM 3.12% 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
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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

RE Dickinson Investment Advisors's MASI Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Masimo (MASI) in Q4 2023, closing a stake of 22 shares — an estimated $2K sold.

RE Dickinson Investment Advisors first reported a position in MASI in Q4 2021 and held it in 8 quarters. The position peaked at $9K in Q4 2021. 342 funds tracked by Wall St. Rank hold MASI as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining Masimo position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 22 Masimo shares in Q4 2023, an estimated $2K.
  • RE Dickinson Investment Advisors first reported a position in Masimo in Q4 2021 and held it in 8 quarters.
  • RE Dickinson Investment Advisors's Masimo position peaked at $9K in Q4 2021.
  • 342 funds tracked by Wall St. Rank held Masimo as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.