Tiedemann Advisors’s Masimo MASI Stock Holding History

Tiedemann Advisors’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 Q2	–	Sell	-2,800	Closed	-$387K	–	376
2019 Q1	$387K	Hold	2,800	–	–	0.02%	331
2018 Q4	$301K	Buy	+2,800	New	+$312K	0.02%	346

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiedemann Advisors's MASI Position: Q2 2019 in Review

Tiedemann Advisors sold out of Masimo (MASI) in Q2 2019, closing a stake of 2,800 shares — an estimated $387K sold.

Tiedemann Advisors first reported a position in MASI in Q4 2018 and held it in 2 quarters. The position peaked at $387K in Q1 2019. 385 funds tracked by Wall St. Rank hold MASI as of Q2 2019.

Tiedemann Advisors reported no remaining Masimo position as of Q2 2019 after selling out during the quarter.
Tiedemann Advisors sold 2,800 Masimo shares in Q2 2019, an estimated $387K.
Tiedemann Advisors first reported a position in Masimo in Q4 2018 and held it in 2 quarters.
Tiedemann Advisors's Masimo position peaked at $387K in Q1 2019.
385 funds tracked by Wall St. Rank held Masimo as of Q2 2019.

Based on Tiedemann Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.