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Biltmore Wealth Management’s Microchip Technology MCHP Stock Holding History

Biltmore 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
2021
Q1 		– Sell
-10,304
Closed -$712K – 58
2020
Q4 		$712K Sell
10,304
-950
-8% -$59.1K 0.37% 19
2020
Q3 		$593K Sell
11,254
-1,074
-9% -$55.9K 0.34% 18
2020
Q2 		$418K Buy
12,328
+3,228
+35% +$145K 0.27% 27
2020
Q1 		$476K Hold
9,100
– – 0.23% 26
2019
Q4 		$476K Sell
9,100
-786
-8% -$38K 0.23% 26
2019
Q3 		$459K Buy
+9,886
New +$448K 0.22% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Biltmore Wealth Management's MCHP Position: Q1 2021 in Review

Biltmore Wealth Management sold out of Microchip Technology (MCHP) in Q1 2021, closing a stake of 10,304 shares — an estimated $712K sold.

Biltmore Wealth Management first reported a position in MCHP in Q3 2019 and held it in 6 quarters. The position peaked at $712K in Q4 2020. 941 funds tracked by Wall St. Rank hold MCHP as of Q1 2021.

  • Biltmore Wealth Management reported no remaining Microchip Technology position as of Q1 2021 after selling out during the quarter.
  • Biltmore Wealth Management sold 10,304 Microchip Technology shares in Q1 2021, an estimated $712K.
  • Biltmore Wealth Management first reported a position in Microchip Technology in Q3 2019 and held it in 6 quarters.
  • Biltmore Wealth Management's Microchip Technology position peaked at $712K in Q4 2020.
  • 941 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2021.

Based on Biltmore Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.