WCM
MASI

Weld Capital Management’s Masimo MASI Stock Holding History

Weld Capital 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
2020
Q4 		– Sell
-2,290
Closed -$541K – 599
2020
Q3 		$541K Buy
+2,290
New +$513K 0.21% 172
2020
Q1 		– Sell
-2,431
Closed -$384K – 589
2019
Q4 		$384K Sell
2,431
-16,113
-87% -$2.42M 0.07% 413
2019
Q3 		$2.76M Buy
+18,544
New +$2.82M 0.51% 16
2019
Q2 		– Sell
-2,088
Closed -$289K – 861
2019
Q1 		$289K Sell
2,088
-2,690
-56% -$338K 0.05% 520
2018
Q4 		$513K Buy
+4,778
New +$533K 0.12% 341

Other funds holding MASI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return