NR
MPWR icon

Newfound Research’s Monolithic Power Systems MPWR Stock Holding History

Newfound Research’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
Q3 		$43K Sell
119
-79
-40% -$35.1K 0.11% 120
2022
Q2 		$76K Buy
198
+37
+23% +$15.6K 0.16% 91
2022
Q1 		$78K Buy
+161
New +$70.2K 0.1% 118
2021
Q3 		– Sell
-113
Closed -$42K – 128
2021
Q2 		$42K Sell
113
-27
-19% -$9.5K 0.08% 116
2021
Q1 		$49K Buy
+140
New +$51K 0.11% 106

Other funds holding MPWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newfound Research's MPWR Position: Q3 2022 in Review

Newfound Research reduced its Monolithic Power Systems (MPWR) stake by 40% in Q3 2022, selling an estimated $35.1K and leaving 119 shares worth $43K. The position accounts for 0.11% of the portfolio, ranked #120.

Newfound Research first reported a position in MPWR in Q1 2021 and has held it in 5 quarters since. The position peaked at $78K in Q1 2022. 630 funds tracked by Wall St. Rank hold MPWR as of Q3 2022.

  • Newfound Research held 119 shares of Monolithic Power Systems worth $43K as of Q3 2022.
  • Newfound Research sold 79 Monolithic Power Systems shares in Q3 2022, an estimated $35.1K.
  • Monolithic Power Systems made up 0.11% of Newfound Research's portfolio in Q3 2022, its #120 holding.
  • Newfound Research first reported a position in Monolithic Power Systems in Q1 2021 and has held it in 5 quarters since.
  • Newfound Research's Monolithic Power Systems position peaked at $78K in Q1 2022.
  • 630 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.