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Equitable Trust’s Monolithic Power Systems MPWR Stock Holding History

Equitable Trust’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
2024
Q3 		– Sell
-394
Closed -$324K – 450
2024
Q2 		$324K Sell
394
-310
-44% -$224K 0.02% 370
2024
Q1 		$477K Hold
704
– – 0.03% 309
2023
Q4 		$444K Sell
704
-13
-2% -$6.79K 0.03% 296
2023
Q3 		$331K Hold
717
– – 0.03% 325
2023
Q2 		$387K Buy
717
+278
+63% +$132K 0.03% 300
2023
Q1 		$220K Buy
+439
New +$202K 0.02% 376

Other funds holding MPWR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Equitable Trust's MPWR Position: Q3 2024 in Review

Equitable Trust sold out of Monolithic Power Systems (MPWR) in Q3 2024, closing a stake of 394 shares — an estimated $324K sold.

Equitable Trust first reported a position in MPWR in Q1 2023 and held it in 6 quarters. The position peaked at $477K in Q1 2024. 882 funds tracked by Wall St. Rank hold MPWR as of Q3 2024.

  • Equitable Trust reported no remaining Monolithic Power Systems position as of Q3 2024 after selling out during the quarter.
  • Equitable Trust sold 394 Monolithic Power Systems shares in Q3 2024, an estimated $324K.
  • Equitable Trust first reported a position in Monolithic Power Systems in Q1 2023 and held it in 6 quarters.
  • Equitable Trust's Monolithic Power Systems position peaked at $477K in Q1 2024.
  • 882 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2024.

Based on Equitable Trust's 13F filing for Q3 2024, filed 29 Oct 2024.