CT
MXIM

Caldwell Trust’s Maxim Integrated Products MXIM Stock Holding History

Caldwell Trust’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-245
Closed -$16.6K – 737
2020
Q3 		$16.6K Hold
245
– – ﹤0.01% 551
2020
Q2 		$14.8K Sell
245
-500
-67% -$27.8K ﹤0.01% 583
2020
Q1 		$36.2K Hold
745
– – 0.01% 456
2019
Q4 		$45.8K Buy
+745
New +$43.4K 0.01% 474

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caldwell Trust's MXIM Position: Q4 2020 in Review

Caldwell Trust sold out of Maxim Integrated Products (MXIM) in Q4 2020, closing a stake of 245 shares — an estimated $16.6K sold.

Caldwell Trust first reported a position in MXIM in Q4 2019 and held it in 4 quarters. The position peaked at $45.8K in Q4 2019. 632 funds tracked by Wall St. Rank hold MXIM as of Q4 2020.

  • Caldwell Trust reported no remaining Maxim Integrated Products position as of Q4 2020 after selling out during the quarter.
  • Caldwell Trust sold 245 Maxim Integrated Products shares in Q4 2020, an estimated $16.6K.
  • Caldwell Trust first reported a position in Maxim Integrated Products in Q4 2019 and held it in 4 quarters.
  • Caldwell Trust's Maxim Integrated Products position peaked at $45.8K in Q4 2019.
  • 632 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.