VF
MASI

VitalStone Financial’s Masimo MASI Stock Holding History

VitalStone Financial’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
Q3 		$79.6K Hold
597
– – 0.05% 152
2024
Q2 		$75.2K Hold
597
– – 0.05% 152
2024
Q1 		$88K Hold
597
– – 0.07% 139
2023
Q4 		$70K Hold
597
– – 0.06% 133
2023
Q3 		$52K Hold
597
– – 0.04% 127
2023
Q2 		$110K Hold
597
– – 0.06% 200
2023
Q1 		$175K Hold
597
– – 0.14% 71
2022
Q4 		$88K Buy
+597
New +$82.1K 0.06% 107

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

VitalStone Financial's MASI Position: Q3 2024 in Review

VitalStone Financial held its Masimo (MASI) position steady in Q3 2024 at 597 shares worth $79.6K. The position accounts for 0.05% of the portfolio, ranked #152.

VitalStone Financial first reported a position in MASI in Q4 2022 and has held it in 8 quarters since. The position peaked at $175K in Q1 2023. 362 funds tracked by Wall St. Rank hold MASI as of Q3 2024.

  • VitalStone Financial held 597 shares of Masimo worth $79.6K as of Q3 2024.
  • VitalStone Financial left its Masimo share count unchanged in Q3 2024.
  • Masimo made up 0.05% of VitalStone Financial's portfolio in Q3 2024, its #152 holding.
  • VitalStone Financial first reported a position in Masimo in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's Masimo position peaked at $175K in Q1 2023.
  • 362 funds tracked by Wall St. Rank held Masimo as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.