SFS
MASI

Sowell Financial Services’s Masimo MASI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-168
Closed -$37K – 1809
2021
Q1 		$37K Buy
168
+20
+14% +$5.02K ﹤0.01% 1784
2020
Q4 		$40K Hold
148
– – ﹤0.01% 1481
2020
Q3 		$35K Sell
148
-22
-13% -$4.93K ﹤0.01% 1335
2020
Q2 		$39K Buy
+170
New +$37.3K ﹤0.01% 1247

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
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
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

Sowell Financial Services's MASI Position: Q2 2021 in Review

Sowell Financial Services sold out of Masimo (MASI) in Q2 2021, closing a stake of 168 shares — an estimated $37K sold.

Sowell Financial Services first reported a position in MASI in Q2 2020 and held it in 4 quarters. The position peaked at $40K in Q4 2020. 456 funds tracked by Wall St. Rank hold MASI as of Q2 2021.

  • Sowell Financial Services reported no remaining Masimo position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 168 Masimo shares in Q2 2021, an estimated $37K.
  • Sowell Financial Services first reported a position in Masimo in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Masimo position peaked at $40K in Q4 2020.
  • 456 funds tracked by Wall St. Rank held Masimo as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.