SFM
MASI

Systematic Financial Management’s Masimo MASI Stock Holding History

Systematic Financial Management’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
2019
Q4 		– Sell
-3,880
Closed -$577K – 542
2019
Q3 		$577K Sell
3,880
-2,545
-40% -$387K 0.03% 251
2019
Q2 		$956K Sell
6,425
-3,905
-38% -$536K 0.04% 308
2019
Q1 		$1.43M Sell
10,330
-1,135
-10% -$142K 0.05% 278
2018
Q4 		$1.23M Sell
11,465
-965
-8% -$108K 0.04% 301
2018
Q3 		$1.55M Sell
12,430
-2,230
-15% -$247K 0.04% 319
2018
Q2 		$1.43M Sell
14,660
-1,860
-11% -$177K 0.04% 374
2018
Q1 		$1.45M Sell
16,520
-5
-0% -$436 0.03% 326
2017
Q4 		$1.4M Sell
16,525
-795
-5% -$69K 0.03% 448
2017
Q3 		$1.5M Sell
17,320
-1,525
-8% -$135K 0.03% 431
2017
Q2 		$1.72M Sell
18,845
-745
-4% -$68.4K 0.03% 432
2017
Q1 		$1.83M Sell
19,590
-9,105
-32% -$750K 0.03% 385
2016
Q4 		$1.93M Sell
28,695
-865
-3% -$53.2K 0.03% 363
2016
Q3 		$1.76M Buy
+29,560
New +$1.67M 0.02% 409
2014
Q3 		– Sell
-75,522
Closed -$1.78M – 707
2014
Q2 		$1.78M Buy
75,522
+13,580
+22% +$337K 0.01% 607
2014
Q1 		$1.69M Sell
61,942
-5,090
-8% -$145K 0.01% 624
2013
Q4 		$1.96M Buy
67,032
+11,375
+20% +$318K 0.01% 453
2013
Q3 		$1.48M Sell
55,657
-10,230
-16% -$252K 0.01% 499
2013
Q2 		$1.4M Buy
+65,887
New +$1.39M 0.01% 527

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Systematic Financial Management's MASI Position: Q4 2019 in Review

Systematic Financial Management sold out of Masimo (MASI) in Q4 2019, closing a stake of 3,880 shares — an estimated $577K sold.

Systematic Financial Management first reported a position in MASI in Q2 2013 and held it in 18 quarters. The position peaked at $1.96M in Q4 2013. 382 funds tracked by Wall St. Rank hold MASI as of Q4 2019.

  • Systematic Financial Management reported no remaining Masimo position as of Q4 2019 after selling out during the quarter.
  • Systematic Financial Management sold 3,880 Masimo shares in Q4 2019, an estimated $577K.
  • Systematic Financial Management first reported a position in Masimo in Q2 2013 and held it in 18 quarters.
  • Systematic Financial Management's Masimo position peaked at $1.96M in Q4 2013.
  • 382 funds tracked by Wall St. Rank held Masimo as of Q4 2019.

Based on Systematic Financial Management's 13F filing for Q4 2019, filed 14 Feb 2020.