SFG
MASI

Steward Financial Group’s Masimo MASI Stock Holding History

Steward Financial Group’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
2022
Q3 		– Sell
-5
Closed – – 799
2022
Q2 		$0 Buy
+5
New +$669 ﹤0.01% 1198

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Financial Group's MASI Position: Q3 2022 in Review

Steward Financial Group sold out of Masimo (MASI) in Q3 2022, closing a stake of 5 shares.

Steward Financial Group first reported a position in MASI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 419 funds tracked by Wall St. Rank hold MASI as of Q3 2022.

  • Steward Financial Group reported no remaining Masimo position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 5 Masimo shares in Q3 2022.
  • Steward Financial Group first reported a position in Masimo in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's Masimo position peaked at $0 in Q2 2022.
  • 419 funds tracked by Wall St. Rank held Masimo as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.