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Andesa Financial Management’s Microchip Technology MCHP Stock Holding History

Andesa Financial Management’s Portfolio MCHP Stock Details MCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$2.37M Buy
57,625
+28,459
+98% +$2.27M 1.22% 33
2022
Q4 		$2.05M Sell
29,166
-28,169
-49% -$1.94M 1.12% 31
2022
Q3 		$3.5M Buy
57,335
+28,945
+102% +$1.9M 1.23% 31
2022
Q2 		$1.65M Sell
28,390
-1,267
-4% -$83.9K 1.04% 34
2022
Q1 		$2.23M Buy
29,657
+662
+2% +$49.8K 1.2% 32
2021
Q4 		$2.52M Sell
28,995
-119
-0.4% -$9.63K 1.24% 28
2021
Q3 		$2.24M Sell
29,114
-28,546
-50% -$2.14M 1.22% 27
2021
Q2 		$4.32M Buy
57,660
+78
+0.1% +$5.94K 1.3% 29
2021
Q1 		$4.47M Buy
57,582
+28,394
+97% +$2.12M 1.46% 23
2020
Q4 		$2.01M Sell
29,188
-29,242
-50% -$1.82M 1.32% 24
2020
Q3 		$3M Buy
58,430
+28,288
+94% +$1.47M 1.24% 23
2020
Q2 		$1.59M Sell
30,142
-1,500
-5% -$67.5K 1.41% 20
2020
Q1 		$1.07M Sell
31,642
-1,380
-4% -$64.9K 1.2% 26
2019
Q4 		$1.73M Hold
33,022
– – 1.51% 22
2019
Q3 		$1.53M Sell
33,022
-36,684
-53% -$1.66M 1.48% 21
2019
Q2 		$3.02M Sell
69,706
-66,566
-49% -$2.96M 2.86% 7
2019
Q1 		$5.65M Buy
136,272
+71,928
+112% +$2.98M 2.79% 8
2018
Q4 		$2.32M Buy
64,344
+22,454
+54% +$793K 2.76% 7
2018
Q3 		$1.65M Sell
41,890
-10,650
-20% -$471K 2.53% 15
2018
Q2 		$2.39M Sell
52,540
-200
-0.4% -$9.27K 3.86% 5
2018
Q1 		$2.41M Sell
52,740
-650
-1% -$29.9K 3.98% 3
2017
Q4 		$2.35M Buy
+53,390
New +$2.41M 3.47% 4

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Andesa Financial Management's MCHP Position: Q1 2023 in Review

Andesa Financial Management increased its Microchip Technology (MCHP) stake by 98% in Q1 2023, buying an estimated $2.27M and bringing the position to 57,625 shares worth $2.37M. The position accounts for 1.22% of the portfolio, ranked #33.

Andesa Financial Management first reported a position in MCHP in Q4 2017 and has held it in 22 quarters since. The position peaked at $5.65M in Q1 2019. 1,154 funds tracked by Wall St. Rank hold MCHP as of Q1 2023.

  • Andesa Financial Management held 57,625 shares of Microchip Technology worth $2.37M as of Q1 2023.
  • Andesa Financial Management bought 28,459 Microchip Technology shares in Q1 2023, an estimated $2.27M.
  • Microchip Technology made up 1.22% of Andesa Financial Management's portfolio in Q1 2023, its #33 holding.
  • Andesa Financial Management first reported a position in Microchip Technology in Q4 2017 and has held it in 22 quarters since.
  • Andesa Financial Management's Microchip Technology position peaked at $5.65M in Q1 2019.
  • 1,154 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.