Lee Financial’s Power Integrations POWI Stock Holding History

Lee Financial’s Portfolio POWI Stock Details POWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-115	Closed	-$9.73K	–	821
2023 Q1	$9.73K	Hold	115	–	–	﹤0.01%	425
2022 Q4	$8.25K	Hold	115	–	–	﹤0.01%	491
2022 Q3	$7K	Sell	115 -70	-38%	-$5.24K	﹤0.01%	499
2022 Q2	$14K	Hold	185	–	–	﹤0.01%	395
2022 Q1	$17K	Buy	185 +30	+19%	+$2.62K	﹤0.01%	368
2021 Q4	$14K	Buy	155 +95	+158%	+$9.33K	﹤0.01%	431
2021 Q3	$6K	Hold	60	–	–	﹤0.01%	480
2021 Q2	$5K	Hold	60	–	–	﹤0.01%	467
2021 Q1	$5K	Sell	60 -60	-50%	-$5.22K	﹤0.01%	430
2020 Q4	$10K	Hold	120	–	–	﹤0.01%	379
2020 Q3	$7K	Hold	120	–	–	﹤0.01%	439
2020 Q2	$7K	Sell	120 -20	-14%	-$1.05K	﹤0.01%	413
2020 Q1	$6K	Hold	140	–	–	﹤0.01%	362
2019 Q4	$7K	Hold	140	–	–	﹤0.01%	395
2019 Q3	$6K	Sell	140 -50	-26%	-$2.17K	﹤0.01%	410
2019 Q2	$8K	Hold	190	–	–	﹤0.01%	390
2019 Q1	$7K	Hold	190	–	–	﹤0.01%	391
2018 Q4	$6K	Hold	190	–	–	﹤0.01%	353
2018 Q3	$6K	Hold	190	–	–	﹤0.01%	394
2018 Q2	$7K	Hold	190	–	–	﹤0.01%	571
2018 Q1	$6K	Hold	190	–	–	﹤0.01%	599
2017 Q4	$7K	Hold	190	–	–	﹤0.01%	401
2017 Q3	$7K	Sell	190 -70	-27%	-$2.56K	﹤0.01%	391
2017 Q2	$9K	Hold	260	–	–	﹤0.01%	344
2017 Q1	$9K	Hold	260	–	–	﹤0.01%	295
2016 Q4	$9K	Buy	+260	New	+$8.51K	0.01%	302

Other funds holding POWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lee Financial's POWI Position: Q2 2023 in Review

Lee Financial sold out of Power Integrations (POWI) in Q2 2023, closing a stake of 115 shares — an estimated $9.73K sold.

Lee Financial first reported a position in POWI in Q4 2016 and held it in 26 quarters. The position peaked at $17K in Q1 2022. 339 funds tracked by Wall St. Rank hold POWI as of Q2 2023.

Lee Financial reported no remaining Power Integrations position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 115 Power Integrations shares in Q2 2023, an estimated $9.73K.
Lee Financial first reported a position in Power Integrations in Q4 2016 and held it in 26 quarters.
Lee Financial's Power Integrations position peaked at $17K in Q1 2022.
339 funds tracked by Wall St. Rank held Power Integrations as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.