NPPM
MP icon

North Point Portfolio Managers’s MP Materials MP Stock Holding History

North Point Portfolio Managers’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-157,635
Closed -$2.46M – 77
2024
Q4 		$2.46M Sell
157,635
-82,203
-34% -$1.52M 0.43% 40
2024
Q3 		$4.23M Sell
239,838
-10,580
-4% -$144K 0.68% 41
2024
Q2 		$3.19M Sell
250,418
-3,697
-1% -$58K 0.56% 39
2024
Q1 		$3.63M Buy
254,115
+39,792
+19% +$629K 0.61% 40
2023
Q4 		$4.25M Sell
214,323
-40,803
-16% -$696K 0.78% 39
2023
Q3 		$4.87M Sell
255,126
-4,131
-2% -$91.7K 1% 38
2023
Q2 		$5.93M Sell
259,257
-73,816
-22% -$1.69M 1.18% 38
2023
Q1 		$9.39M Buy
333,073
+75,502
+29% +$2.28M 1.49% 38
2022
Q4 		$6.25M Buy
+257,571
New +$7.8M 1.05% 39

Other funds holding MP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

North Point Portfolio Managers's MP Position: Q1 2025 in Review

North Point Portfolio Managers sold out of MP Materials (MP) in Q1 2025, closing a stake of 157,635 shares — an estimated $2.46M sold.

North Point Portfolio Managers first reported a position in MP in Q4 2022 and held it in 9 quarters. The position peaked at $9.39M in Q1 2023. 408 funds tracked by Wall St. Rank hold MP as of Q1 2025.

  • North Point Portfolio Managers reported no remaining MP Materials position as of Q1 2025 after selling out during the quarter.
  • North Point Portfolio Managers sold 157,635 MP Materials shares in Q1 2025, an estimated $2.46M.
  • North Point Portfolio Managers first reported a position in MP Materials in Q4 2022 and held it in 9 quarters.
  • North Point Portfolio Managers's MP Materials position peaked at $9.39M in Q1 2023.
  • 408 funds tracked by Wall St. Rank held MP Materials as of Q1 2025.

Based on North Point Portfolio Managers's 13F filing for Q1 2025, filed 22 Apr 2025.