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BerganKDV Wealth Management’s Microchip Technology MCHP Stock Holding History

BerganKDV 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
Q2 		$121K Hold
1,356
– – 0.01% 275
2023
Q1 		$114K Hold
1,356
– – 0.01% 301
2022
Q4 		$95.3K Sell
1,356
-844
-38% -$58.1K 0.01% 312
2022
Q3 		$134K Hold
2,200
– – 0.02% 262
2022
Q2 		$128K Hold
2,200
– – 0.01% 281
2022
Q1 		$165K Hold
2,200
– – 0.02% 259
2021
Q4 		$192K Sell
2,200
-236
-10% -$19.1K 0.02% 266
2021
Q3 		$187K Hold
2,436
– – 0.02% 251
2021
Q2 		$182K Hold
2,436
– – 0.02% 250
2021
Q1 		$189K Sell
2,436
-326
-12% -$24.3K 0.02% 243
2020
Q4 		$191K Buy
2,762
+838
+44% +$52.2K 0.03% 223
2020
Q3 		$99K Sell
1,924
-10,632
-85% -$553K 0.02% 265
2020
Q2 		$661K Sell
12,556
-618
-5% -$27.8K 0.11% 125
2020
Q1 		$447K Sell
13,174
-398
-3% -$18.7K 0.09% 141
2019
Q4 		$711K Sell
13,572
-816
-6% -$39.4K 0.13% 124
2019
Q3 		$668K Sell
14,388
-6,126
-30% -$278K 0.13% 111
2019
Q2 		$889K Sell
20,514
-1,376
-6% -$61.1K 0.18% 101
2019
Q1 		$908K Sell
21,890
-878
-4% -$36.4K 0.19% 95
2018
Q4 		$819K Buy
22,768
+3,082
+16% +$109K 0.19% 93
2018
Q3 		$777K Sell
19,686
-3,028
-13% -$134K 0.17% 103
2018
Q2 		$1.03M Sell
22,714
-1,426
-6% -$66.1K 0.23% 77
2018
Q1 		$1.1M Buy
+24,140
New +$1.11M 0.3% 72

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
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
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
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 $187B AUM 18.48% 1-Year Est. Return

BerganKDV Wealth Management's MCHP Position: Q2 2023 in Review

BerganKDV Wealth Management held its Microchip Technology (MCHP) position steady in Q2 2023 at 1,356 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #275.

BerganKDV Wealth Management first reported a position in MCHP in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.1M in Q1 2018. 1,148 funds tracked by Wall St. Rank hold MCHP as of Q2 2023.

  • BerganKDV Wealth Management held 1,356 shares of Microchip Technology worth $121K as of Q2 2023.
  • BerganKDV Wealth Management left its Microchip Technology share count unchanged in Q2 2023.
  • Microchip Technology made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #275 holding.
  • BerganKDV Wealth Management first reported a position in Microchip Technology in Q1 2018 and has held it in 22 quarters since.
  • BerganKDV Wealth Management's Microchip Technology position peaked at $1.1M in Q1 2018.
  • 1,148 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.