Question 1

How many shares of MASI does Fundsmith LLP own?

Accepted Answer

Fundsmith LLP previously held 0 shares of MASI (MASIMO CORP) before exiting the position in 2023-Q3.

Question 2

What is Fundsmith LLP's MASI position worth?

Accepted Answer

Fundsmith LLP's MASI position was last reported at $0 in 2023-Q3 before the exit.

Question 3

Is Fundsmith LLP buying or selling MASI?

Accepted Answer

In 2023-Q3, Fundsmith LLP exited their MASI position entirely (-100.0% change in shares).

Question 4

When did Fundsmith LLP first buy MASI?

Accepted Answer

Based on available 13F filings, Fundsmith LLP first reported a position in MASI in 2018-Q4. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$87.68	0
2023-Q2	Decreased	730,377	-4.4%	$120.2M	0.5%	$165.63	0
2023-Q1	Unchanged	764,319	0.0%	$141M	0.6%	$178.54	0
2022-Q4	Decreased	764,319	-0.1%	$113.1M	0.5%	$147.95	0
2022-Q3	Increased	765,161	+1.2%	$108M	0.5%	$142.42	44
2022-Q2	Decreased	756,313	-0.6%	$98.8M	0.4%	$136.11	0
2022-Q1	Increased	761,096	+74.6%	$110.8M	0.4%	$155.40	55
2021-Q4	Increased	435,937	+0.2%	$127.6M	0.3%	$297.23	37
2021-Q3	Increased	435,010	+0.4%	$117.8M	0.3%	$270.43	37
2021-Q2	Increased	433,438	+0.6%	$105.1M	0.3%	$246.89	37
2021-Q1	Increased	431,063	+0.4%	$99M	0.3%	$226.13	37
2020-Q4	Increased	429,254	+0.1%	$115.2M	0.4%	$267.52	37
2020-Q3	Unchanged	428,897	0.0%	$101.2M	0.4%	$232.31	0
2020-Q2	Decreased	428,897	-9.9%	$97.8M	0.4%	$219.73	0
2020-Q1	Decreased	475,853	-17.2%	$84.3M	0.5%	$179.76	0
2019-Q4	Unchanged	574,963	0.0%	$90.9M	0.4%	$158.60	0
2019-Q3	Unchanged	574,963	0.0%	$85.5M	0.4%	$146.61	0
2019-Q2	Increased	574,963	+17.2%	$85.6M	0.4%	$148.82	42
2019-Q1	Increased	490,663	+2.4%	$67.8M	0.4%	$138.28	37
2018-Q4	New	479,372	-	$51.5M	0.3%	$105.56	50

MASI20 quarters

MASI
20 quarters