SS
MASI

Simplicity Solutions’s Masimo MASI Stock Holding History

Simplicity Solutions’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
-3,482
Closed -$794K – 910
2020
Q2 		$794K Buy
+3,482
New +$764K 0.02% 527
2016
Q1 		– Sell
-27,669
Closed -$1.15M – 372
2015
Q4 		$1.15M Buy
+27,669
New +$1.13M 0.14% 211

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

Simplicity Solutions's MASI Position: Q3 2020 in Review

Simplicity Solutions sold out of Masimo (MASI) in Q3 2020, closing a stake of 3,482 shares — an estimated $794K sold.

Simplicity Solutions first reported a position in MASI in Q4 2015 and held it in 2 quarters. The position peaked at $1.15M in Q4 2015. 457 funds tracked by Wall St. Rank hold MASI as of Q3 2020.

  • Simplicity Solutions reported no remaining Masimo position as of Q3 2020 after selling out during the quarter.
  • Simplicity Solutions sold 3,482 Masimo shares in Q3 2020, an estimated $794K.
  • Simplicity Solutions first reported a position in Masimo in Q4 2015 and held it in 2 quarters.
  • Simplicity Solutions's Masimo position peaked at $1.15M in Q4 2015.
  • 457 funds tracked by Wall St. Rank held Masimo as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.