LWM
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Liberty Wealth Management’s Littelfuse LFUS Stock Holding History

Liberty Wealth Management’s Portfolio LFUS Stock Details LFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-21
Closed -$5K – 1128
2021
Q1 		$5K Hold
21
– – ﹤0.01% 699
2020
Q4 		$5K Sell
21
-32
-60% -$7.08K ﹤0.01% 694
2020
Q3 		$9K Sell
53
-1
-2% -$178 0.01% 532
2020
Q2 		$9K Hold
54
– – 0.01% 515
2020
Q1 		$7K Sell
54
-3
-5% -$502 0.01% 515
2019
Q4 		$11K Buy
57
+1
+2% +$183 0.01% 521
2019
Q3 		$10K Buy
56
+22
+65% +$3.72K 0.01% 516
2019
Q2 		$6K Hold
34
– – 0.01% 628
2019
Q1 		$6K Hold
34
– – ﹤0.01% 515
2018
Q4 		$5K Buy
+34
New +$6.07K ﹤0.01% 551

Other funds holding LFUS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Liberty Wealth Management's LFUS Position: Q2 2021 in Review

Liberty Wealth Management sold out of Littelfuse (LFUS) in Q2 2021, closing a stake of 21 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in LFUS in Q4 2018 and held it in 10 quarters. The position peaked at $11K in Q4 2019. 339 funds tracked by Wall St. Rank hold LFUS as of Q2 2021.

  • Liberty Wealth Management reported no remaining Littelfuse position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 21 Littelfuse shares in Q2 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Littelfuse in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Littelfuse position peaked at $11K in Q4 2019.
  • 339 funds tracked by Wall St. Rank held Littelfuse as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.