SS
MASI

Sunbelt Securities’s Masimo MASI Stock Holding History

Sunbelt Securities’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
2024
Q4 		– Sell
-38
Closed -$5.07K – 1884
2024
Q3 		$5.07K Buy
38
+18
+90% +$2.09K ﹤0.01% 1436
2024
Q2 		$2.52K Hold
20
– – ﹤0.01% 1514
2024
Q1 		$2.94K Sell
20
-34
-63% -$4.39K ﹤0.01% 1458
2023
Q4 		$6.33K Hold
54
– – ﹤0.01% 1262
2023
Q3 		$4.74K Sell
54
-17
-24% -$1.98K ﹤0.01% 1323
2023
Q2 		$11.7K Sell
71
-3
-4% -$522 ﹤0.01% 1141
2023
Q1 		$13.2K Buy
+74
New +$12.5K ﹤0.01% 1055
2020
Q2 		– Sell
-3,373
Closed -$581K – 343
2020
Q1 		$581K Buy
+3,373
New +$578K 0.02% 206

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Sunbelt Securities's MASI Position: Q4 2024 in Review

Sunbelt Securities sold out of Masimo (MASI) in Q4 2024, closing a stake of 38 shares — an estimated $5.07K sold.

Sunbelt Securities first reported a position in MASI in Q1 2020 and held it in 8 quarters. The position peaked at $581K in Q1 2020. 365 funds tracked by Wall St. Rank hold MASI as of Q4 2024.

  • Sunbelt Securities reported no remaining Masimo position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 38 Masimo shares in Q4 2024, an estimated $5.07K.
  • Sunbelt Securities first reported a position in Masimo in Q1 2020 and held it in 8 quarters.
  • Sunbelt Securities's Masimo position peaked at $581K in Q1 2020.
  • 365 funds tracked by Wall St. Rank held Masimo as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.