Ropes Wealth Advisors’s Littelfuse LFUS Stock Holding History

Ropes Wealth Advisors’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
2023 Q3	$325K	Sell	1,315 -17	-1%	-$4.6K	0.06%	202
2023 Q2	$388K	Buy	+1,332	New	+$349K	0.06%	200
2018 Q3	–	Sell	-12	Closed	-$3K	–	564
2018 Q2	$3K	Hold	12	–	–	﹤0.01%	526
2018 Q1	$2K	Sell	12 -63	-84%	-$13.2K	﹤0.01%	543
2017 Q4	$15K	Buy	75 +12	+19%	+$2.41K	﹤0.01%	483
2017 Q3	$12K	Buy	+63	New	+$11.4K	﹤0.01%	494

Other funds holding LFUS

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ropes Wealth Advisors's LFUS Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Littelfuse (LFUS) stake by 1.3% in Q3 2023, selling an estimated $4.6K and leaving 1,315 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #202.

Ropes Wealth Advisors first reported a position in LFUS in Q3 2017 and has held it in 6 quarters since. The position peaked at $388K in Q2 2023. 372 funds tracked by Wall St. Rank hold LFUS as of Q3 2023.

Ropes Wealth Advisors held 1,315 shares of Littelfuse worth $325K as of Q3 2023.
Ropes Wealth Advisors sold 17 Littelfuse shares in Q3 2023, an estimated $4.6K.
Littelfuse made up 0.06% of Ropes Wealth Advisors's portfolio in Q3 2023, its #202 holding.
Ropes Wealth Advisors first reported a position in Littelfuse in Q3 2017 and has held it in 6 quarters since.
Ropes Wealth Advisors's Littelfuse position peaked at $388K in Q2 2023.
372 funds tracked by Wall St. Rank held Littelfuse as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.