TFA
MASI

Toth Financial Advisory’s Masimo MASI Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-50
Closed -$7K – 774
2022
Q3 		$7K Hold
50
– – ﹤0.01% 521
2022
Q2 		$7K Hold
50
– – ﹤0.01% 478
2022
Q1 		$7K Hold
50
– – ﹤0.01% 509
2021
Q4 		$15K Hold
50
– – ﹤0.01% 433
2021
Q3 		$14K Hold
50
– – ﹤0.01% 438
2021
Q2 		$12K Hold
50
– – ﹤0.01% 438
2021
Q1 		$11K Hold
50
– – ﹤0.01% 457
2020
Q4 		$13K Hold
50
– – ﹤0.01% 383
2020
Q3 		$12K Hold
50
– – ﹤0.01% 361
2020
Q2 		$11K Buy
+50
New +$11K ﹤0.01% 343

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
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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Toth Financial Advisory's MASI Position: Q4 2022 in Review

Toth Financial Advisory sold out of Masimo (MASI) in Q4 2022, closing a stake of 50 shares — an estimated $7K sold.

Toth Financial Advisory first reported a position in MASI in Q2 2020 and held it in 10 quarters. The position peaked at $15K in Q4 2021. 405 funds tracked by Wall St. Rank hold MASI as of Q4 2022.

  • Toth Financial Advisory reported no remaining Masimo position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 50 Masimo shares in Q4 2022, an estimated $7K.
  • Toth Financial Advisory first reported a position in Masimo in Q2 2020 and held it in 10 quarters.
  • Toth Financial Advisory's Masimo position peaked at $15K in Q4 2021.
  • 405 funds tracked by Wall St. Rank held Masimo as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.