WRF
MASI

Waddell & Reed Financial’s Masimo MASI Stock Holding History

Waddell & Reed 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
2021
Q1 		$129M Buy
562,721
+54,898
+11% +$13.8M 0.27% 110
2020
Q4 		$136M Sell
507,823
-4,255
-0.8% -$1.06M 0.29% 94
2020
Q3 		$121M Buy
+512,078
New +$115M 0.29% 92

Other funds holding MASI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Reed Financial's MASI Position: Q1 2021 in Review

Waddell & Reed Financial increased its Masimo (MASI) stake by 11% in Q1 2021, buying an estimated $13.8M and bringing the position to 562,721 shares worth $129M. The position accounts for 0.27% of the portfolio, ranked #110.

Waddell & Reed Financial first reported a position in MASI in Q3 2020 and has held it in 3 quarters since. The position peaked at $136M in Q4 2020. 479 funds tracked by Wall St. Rank hold MASI as of Q1 2021.

  • Waddell & Reed Financial held 562,721 shares of Masimo worth $129M as of Q1 2021.
  • Waddell & Reed Financial bought 54,898 Masimo shares in Q1 2021, an estimated $13.8M.
  • Masimo made up 0.27% of Waddell & Reed Financial's portfolio in Q1 2021, its #110 holding.
  • Waddell & Reed Financial first reported a position in Masimo in Q3 2020 and has held it in 3 quarters since.
  • Waddell & Reed Financial's Masimo position peaked at $136M in Q4 2020.
  • 479 funds tracked by Wall St. Rank held Masimo as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.