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Montag & Caldwell’s Monolithic Power Systems MPWR Stock Holding History

Montag & Caldwell’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
2020
Q2 		– Sell
-2,086
Closed -$349K – 69
2020
Q1 		$349K Sell
2,086
-1,003
-32% -$172K 0.02% 56
2019
Q4 		$550K Buy
+3,089
New +$493K 0.03% 46

Other funds holding MPWR

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Montag & Caldwell's MPWR Position: Q2 2020 in Review

Montag & Caldwell sold out of Monolithic Power Systems (MPWR) in Q2 2020, closing a stake of 2,086 shares — an estimated $349K sold.

Montag & Caldwell first reported a position in MPWR in Q4 2019 and held it in 2 quarters. The position peaked at $550K in Q4 2019. 399 funds tracked by Wall St. Rank hold MPWR as of Q2 2020.

  • Montag & Caldwell reported no remaining Monolithic Power Systems position as of Q2 2020 after selling out during the quarter.
  • Montag & Caldwell sold 2,086 Monolithic Power Systems shares in Q2 2020, an estimated $349K.
  • Montag & Caldwell first reported a position in Monolithic Power Systems in Q4 2019 and held it in 2 quarters.
  • Montag & Caldwell's Monolithic Power Systems position peaked at $550K in Q4 2019.
  • 399 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2020.

Based on Montag & Caldwell's 13F filing for Q2 2020, filed 3 Aug 2020.