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Buckley Wealth Management’s Microchip Technology MCHP Stock Holding History

Buckley 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
Q3 		– Sell
-3,987
Closed -$357K – 117
2023
Q2 		$357K Buy
+3,987
New +$315K 0.12% 97
2022
Q2 		– Sell
-3,273
Closed -$246K – 152
2022
Q1 		$246K Buy
+3,273
New +$246K 0.07% 134

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckley Wealth Management's MCHP Position: Q3 2023 in Review

Buckley Wealth Management sold out of Microchip Technology (MCHP) in Q3 2023, closing a stake of 3,987 shares — an estimated $357K sold.

Buckley Wealth Management first reported a position in MCHP in Q1 2022 and held it in 2 quarters. The position peaked at $357K in Q2 2023. 1,146 funds tracked by Wall St. Rank hold MCHP as of Q3 2023.

  • Buckley Wealth Management reported no remaining Microchip Technology position as of Q3 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 3,987 Microchip Technology shares in Q3 2023, an estimated $357K.
  • Buckley Wealth Management first reported a position in Microchip Technology in Q1 2022 and held it in 2 quarters.
  • Buckley Wealth Management's Microchip Technology position peaked at $357K in Q2 2023.
  • 1,146 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.