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Bar Harbor Wealth Management’s Microchip Technology MCHP Stock Holding History

Bar Harbor Wealth 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
2024
Q2 		– Sell
-2,380
Closed -$214K – 262
2024
Q1 		$214K Sell
2,380
-20
-0.8% -$1.72K 0.01% 243
2023
Q4 		$216K Buy
+2,400
New +$195K 0.02% 235
2023
Q3 		– Sell
-2,400
Closed -$215K – 258
2023
Q2 		$215K Hold
2,400
– – 0.02% 239
2023
Q1 		$201K Buy
+2,400
New +$191K 0.02% 232
2022
Q1 		– Sell
-2,384
Closed -$208K – 248
2021
Q4 		$208K Buy
+2,384
New +$193K 0.02% 233
2018
Q4 		– Sell
-7,840
Closed -$309K – 293
2018
Q3 		$309K Sell
7,840
-1,348
-15% -$59.6K 0.04% 242
2018
Q2 		$417K Sell
9,188
-1,552
-14% -$71.9K 0.05% 212
2018
Q1 		$491K Buy
10,740
+2,686
+33% +$124K 0.06% 201
2017
Q4 		$354K Buy
8,054
+1,804
+29% +$81.6K 0.04% 228
2017
Q3 		$281K Hold
6,250
– – 0.03% 251
2017
Q2 		$241K Sell
6,250
-486
-7% -$19.1K 0.03% 277
2017
Q1 		$248K Sell
6,736
-396
-6% -$14K 0.03% 293
2016
Q4 		$229K Buy
7,132
+4
+0.1% +$126 0.03% 330
2016
Q3 		$221K Buy
+7,128
New +$207K 0.03% 320

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bar Harbor Wealth Management's MCHP Position: Q2 2024 in Review

Bar Harbor Wealth Management sold out of Microchip Technology (MCHP) in Q2 2024, closing a stake of 2,380 shares — an estimated $214K sold.

Bar Harbor Wealth Management first reported a position in MCHP in Q3 2016 and held it in 14 quarters. The position peaked at $491K in Q1 2018. 1,245 funds tracked by Wall St. Rank hold MCHP as of Q2 2024.

  • Bar Harbor Wealth Management reported no remaining Microchip Technology position as of Q2 2024 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 2,380 Microchip Technology shares in Q2 2024, an estimated $214K.
  • Bar Harbor Wealth Management first reported a position in Microchip Technology in Q3 2016 and held it in 14 quarters.
  • Bar Harbor Wealth Management's Microchip Technology position peaked at $491K in Q1 2018.
  • 1,245 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2024.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.