WWM
MASI

Windsor Wealth Management’s Masimo MASI Stock Holding History

Windsor Wealth 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
2022
Q1 		– Sell
-880
Closed -$246K – 239
2021
Q4 		$246K Hold
880
– – 0.05% 210
2021
Q3 		$238K Buy
+880
New +$239K 0.05% 199

Other funds holding MASI

BlackRock
BlackRock New York $5.72T 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
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
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Windsor Wealth Management's MASI Position: Q1 2022 in Review

Windsor Wealth Management sold out of Masimo (MASI) in Q1 2022, closing a stake of 880 shares — an estimated $246K sold.

Windsor Wealth Management first reported a position in MASI in Q3 2021 and held it in 2 quarters. The position peaked at $246K in Q4 2021. 457 funds tracked by Wall St. Rank hold MASI as of Q1 2022.

  • Windsor Wealth Management reported no remaining Masimo position as of Q1 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 880 Masimo shares in Q1 2022, an estimated $246K.
  • Windsor Wealth Management first reported a position in Masimo in Q3 2021 and held it in 2 quarters.
  • Windsor Wealth Management's Masimo position peaked at $246K in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Masimo as of Q1 2022.

Based on Windsor Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.