Schubert & Co’s Monolithic Power Systems MPWR Stock Holding History

Schubert & Co’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
2023 Q2	–	Sell	-4	Closed	-$2K	–	944
2023 Q1	$2K	Hold	4	–	–	﹤0.01%	916
2022 Q4	$1.41K	Buy	4 +1	+33%	+$359	﹤0.01%	1045
2022 Q3	$1K	Sell	3 -2	-40%	-$890	﹤0.01%	1173
2022 Q2	$2K	Buy	5 +3	+150%	+$1.27K	﹤0.01%	821
2022 Q1	$1K	Sell	2 -3	-60%	-$1.31K	﹤0.01%	803
2021 Q4	$2K	Buy	+5	New	+$2.58K	﹤0.01%	410

Other funds holding MPWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Schubert & Co's MPWR Position: Q2 2023 in Review

Schubert & Co sold out of Monolithic Power Systems (MPWR) in Q2 2023, closing a stake of 4 shares — an estimated $2K sold.

Schubert & Co first reported a position in MPWR in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2023. 651 funds tracked by Wall St. Rank hold MPWR as of Q2 2023.

Schubert & Co reported no remaining Monolithic Power Systems position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 4 Monolithic Power Systems shares in Q2 2023, an estimated $2K.
Schubert & Co first reported a position in Monolithic Power Systems in Q4 2021 and held it in 6 quarters.
Schubert & Co's Monolithic Power Systems position peaked at $2K in Q1 2023.
651 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.