Triodos Investment Management’s Power Integrations POWI Stock Holding History

Triodos Investment Management’s Portfolio POWI Stock Details POWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-143,800	Closed	-$11.8M	–	49
2023 Q4	$11.8M	Sell	143,800 -102,200	-42%	-$7.83M	1.15%	35
2023 Q3	$18.8M	Sell	246,000 -29,000	-11%	-$2.48M	1.99%	27
2023 Q2	$26M	Hold	275,000	–	–	2.6%	16
2023 Q1	$23.3M	Hold	275,000	–	–	2.62%	16
2022 Q4	$19.7M	Buy	275,000 +75,000	+38%	+$5.35M	2.6%	18
2022 Q3	$12.9M	Hold	200,000	–	–	1.84%	25
2022 Q2	$15M	Buy	200,000 +25,000	+14%	+$2.03M	2.11%	20
2022 Q1	$16.2M	Hold	175,000	–	–	2.07%	21
2021 Q4	$16.3M	Hold	175,000	–	–	2.12%	21
2021 Q3	$17.3M	Hold	175,000	–	–	2.33%	20
2021 Q2	$14.4M	Buy	175,000 +25,000	+17%	+$2.02M	1.92%	25
2021 Q1	$12.2M	Sell	150,000 -25,000	-14%	-$2.18M	1.94%	24
2020 Q4	$14.3M	Sell	175,000 -5,000	-3%	-$339K	2.36%	19
2020 Q3	$9.97M	Hold	180,000	–	–	2.05%	20
2020 Q2	$10.6M	Hold	180,000	–	–	2.51%	18
2020 Q1	$7.95M	Sell	180,000 -6,000	-3%	-$290K	2.24%	18
2019 Q4	$9.2M	Buy	186,000 +6,000	+3%	+$277K	2.05%	19
2019 Q3	$8.14M	Hold	180,000	–	–	2.07%	18
2019 Q2	$7.22M	Hold	180,000	–	–	1.67%	20
2019 Q1	$6.29M	Hold	180,000	–	–	1.27%	25
2018 Q4	$5.49M	Hold	180,000	–	–	1.18%	30
2018 Q3	$5.69M	Hold	180,000	–	–	0.99%	35
2018 Q2	$6.58M	Buy	+180,000	New	+$6.52M	1.23%	32

Other funds holding POWI

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

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

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Triodos Investment Management's POWI Position: Q1 2024 in Review

Triodos Investment Management sold out of Power Integrations (POWI) in Q1 2024, closing a stake of 143,800 shares — an estimated $11.8M sold.

Triodos Investment Management first reported a position in POWI in Q2 2018 and held it in 23 quarters. The position peaked at $26M in Q2 2023. 341 funds tracked by Wall St. Rank hold POWI as of Q1 2024.

Triodos Investment Management reported no remaining Power Integrations position as of Q1 2024 after selling out during the quarter.
Triodos Investment Management sold 143,800 Power Integrations shares in Q1 2024, an estimated $11.8M.
Triodos Investment Management first reported a position in Power Integrations in Q2 2018 and held it in 23 quarters.
Triodos Investment Management's Power Integrations position peaked at $26M in Q2 2023.
341 funds tracked by Wall St. Rank held Power Integrations as of Q1 2024.

Based on Triodos Investment Management's 13F filing for Q1 2024, filed 13 May 2024.