SFG
MASI

Synergy Financial Group’s Masimo MASI Stock Holding History

Synergy 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
2023
Q2 		– Sell
-1,196
Closed -$221K – 84
2023
Q1 		$221K Buy
+1,196
New +$202K 0.36% 71
2022
Q2 		– Sell
-1,396
Closed -$203K – 89
2022
Q1 		$203K Hold
1,396
– – 0.21% 96
2021
Q4 		$409K Buy
+1,396
New +$398K 0.37% 65

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Synergy Financial Group's MASI Position: Q2 2023 in Review

Synergy Financial Group sold out of Masimo (MASI) in Q2 2023, closing a stake of 1,196 shares — an estimated $221K sold.

Synergy Financial Group first reported a position in MASI in Q4 2021 and held it in 3 quarters. The position peaked at $409K in Q4 2021. 415 funds tracked by Wall St. Rank hold MASI as of Q2 2023.

  • Synergy Financial Group reported no remaining Masimo position as of Q2 2023 after selling out during the quarter.
  • Synergy Financial Group sold 1,196 Masimo shares in Q2 2023, an estimated $221K.
  • Synergy Financial Group first reported a position in Masimo in Q4 2021 and held it in 3 quarters.
  • Synergy Financial Group's Masimo position peaked at $409K in Q4 2021.
  • 415 funds tracked by Wall St. Rank held Masimo as of Q2 2023.

Based on Synergy Financial Group's 13F filing for Q2 2023, filed 16 Aug 2023.