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 $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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Weld Capital Management's MASI Position: Q4 2020 in Review

Weld Capital Management sold out of Masimo (MASI) in Q4 2020, closing a stake of 2,290 shares — an estimated $541K sold.

Weld Capital Management first reported a position in MASI in Q4 2018 and held it in 5 quarters. The position peaked at $2.76M in Q3 2019. 490 funds tracked by Wall St. Rank hold MASI as of Q4 2020.

  • Weld Capital Management reported no remaining Masimo position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 2,290 Masimo shares in Q4 2020, an estimated $541K.
  • Weld Capital Management first reported a position in Masimo in Q4 2018 and held it in 5 quarters.
  • Weld Capital Management's Masimo position peaked at $2.76M in Q3 2019.
  • 490 funds tracked by Wall St. Rank held Masimo as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.