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Disciplined Investments’s Monolithic Power Systems MPWR Stock Holding History

Disciplined Investments’s Portfolio MPWR Stock Details MPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2
Closed -$1.08K – 999
2023
Q2 		$1.08K Hold
2
– – ﹤0.01% 931
2023
Q1 		$1K Hold
2
– – ﹤0.01% 955
2022
Q4 		$707 Hold
2
– – ﹤0.01% 1038
2022
Q3 		$1K Sell
2
-1
-33% -$445 ﹤0.01% 993
2022
Q2 		$1K Buy
3
+1
+50% +$422 ﹤0.01% 1015
2022
Q1 		$1K Buy
+2
New +$872 ﹤0.01% 1080

Other funds holding MPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Disciplined Investments's MPWR Position: Q3 2023 in Review

Disciplined Investments sold out of Monolithic Power Systems (MPWR) in Q3 2023, closing a stake of 2 shares — an estimated $1.08K sold.

Disciplined Investments first reported a position in MPWR in Q1 2022 and held it in 6 quarters. The position peaked at $1.08K in Q2 2023. 654 funds tracked by Wall St. Rank hold MPWR as of Q3 2023.

  • Disciplined Investments reported no remaining Monolithic Power Systems position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 Monolithic Power Systems shares in Q3 2023, an estimated $1.08K.
  • Disciplined Investments first reported a position in Monolithic Power Systems in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Monolithic Power Systems position peaked at $1.08K in Q2 2023.
  • 654 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.