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Lee Financial’s Monolithic Power Systems MPWR Stock Holding History

Lee Financial’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
2022
Q4 		– Sell
-7
Closed -$3K – 975
2022
Q3 		$3K Hold
7
– – ﹤0.01% 627
2022
Q2 		$3K Hold
7
– – ﹤0.01% 633
2022
Q1 		$3K Sell
7
-23
-77% -$10K ﹤0.01% 584
2021
Q4 		$15K Buy
30
+25
+500% +$12.9K ﹤0.01% 419
2021
Q3 		$2K Buy
+5
New +$2.27K ﹤0.01% 630

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's MPWR Position: Q4 2022 in Review

Lee Financial sold out of Monolithic Power Systems (MPWR) in Q4 2022, closing a stake of 7 shares — an estimated $3K sold.

Lee Financial first reported a position in MPWR in Q3 2021 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 608 funds tracked by Wall St. Rank hold MPWR as of Q4 2022.

  • Lee Financial reported no remaining Monolithic Power Systems position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 7 Monolithic Power Systems shares in Q4 2022, an estimated $3K.
  • Lee Financial first reported a position in Monolithic Power Systems in Q3 2021 and held it in 5 quarters.
  • Lee Financial's Monolithic Power Systems position peaked at $15K in Q4 2021.
  • 608 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.