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Annex Advisory Services’s Microchip Technology MCHP Stock Holding History

Annex Advisory Services’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
Q4 		– Sell
-2,603
Closed -$203K – 279
2023
Q3 		$203K Buy
2,603
+18
+0.7% +$1.51K 0.01% 245
2023
Q2 		$232K Sell
2,585
-28
-1% -$2.21K 0.01% 228
2023
Q1 		$219K Sell
2,613
-1,029
-28% -$82K 0.01% 224
2022
Q4 		$256K Buy
+3,642
New +$251K 0.01% 207

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Annex Advisory Services's MCHP Position: Q4 2023 in Review

Annex Advisory Services sold out of Microchip Technology (MCHP) in Q4 2023, closing a stake of 2,603 shares — an estimated $203K sold.

Annex Advisory Services first reported a position in MCHP in Q4 2022 and held it in 4 quarters. The position peaked at $256K in Q4 2022. 1,224 funds tracked by Wall St. Rank hold MCHP as of Q4 2023.

  • Annex Advisory Services reported no remaining Microchip Technology position as of Q4 2023 after selling out during the quarter.
  • Annex Advisory Services sold 2,603 Microchip Technology shares in Q4 2023, an estimated $203K.
  • Annex Advisory Services first reported a position in Microchip Technology in Q4 2022 and held it in 4 quarters.
  • Annex Advisory Services's Microchip Technology position peaked at $256K in Q4 2022.
  • 1,224 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2023.

Based on Annex Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.