Baystate Wealth Management’s Microchip Technology MCHP Stock Holding History

Baystate 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
2023 Q4	$10.9K	Buy	121 +1	+0.8%	+$81	﹤0.01%	701
2023 Q3	$9.41K	Hold	120	–	–	﹤0.01%	593
2023 Q2	$10.8K	Buy	+120	New	+$9.47K	﹤0.01%	562
2021 Q3	–	Sell	-24	Closed	-$2K	–	867
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	662
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	601
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	574
2020 Q3	$1K	Buy	+24	New	+$1.25K	﹤0.01%	596

Other funds holding MCHP

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baystate Wealth Management's MCHP Position: Q4 2023 in Review

Baystate Wealth Management increased its Microchip Technology (MCHP) stake by 0.83% in Q4 2023, buying an estimated $81 and bringing the position to 121 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Baystate Wealth Management first reported a position in MCHP in Q3 2020 and has held it in 7 quarters since. 1,224 funds tracked by Wall St. Rank hold MCHP as of Q4 2023.

Baystate Wealth Management held 121 shares of Microchip Technology worth $10.9K as of Q4 2023.
Baystate Wealth Management bought 1 Microchip Technology share in Q4 2023, an estimated $81.
Microchip Technology made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #701 holding.
Baystate Wealth Management first reported a position in Microchip Technology in Q3 2020 and has held it in 7 quarters since.
1,224 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.