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Cassady Schiller Wealth Management’s Microchip Technology MCHP Stock Holding History

Cassady Schiller 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
Q4 		$1.89K Buy
+33
New +$2.27K ﹤0.01% 590
2023
Q3 		– Sell
-500
Closed -$44.8K – 466
2023
Q2 		$44.8K Hold
500
– – 0.02% 208
2023
Q1 		$41.9K Hold
500
– – 0.02% 215
2022
Q4 		$35.1K Buy
+500
New +$34.4K 0.02% 226
2022
Q1 		– Sell
-16
Closed -$1K – 391
2021
Q4 		$1K Buy
+16
New +$1.29K ﹤0.01% 474

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's MCHP Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Microchip Technology (MCHP) in Q4 2024: 33 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MCHP as recently as Q2 2023.

Cassady Schiller Wealth Management first reported a position in MCHP in Q4 2021 and has held it in 5 quarters since. The position peaked at $44.8K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold MCHP as of Q4 2024.

  • Cassady Schiller Wealth Management held 33 shares of Microchip Technology worth $1.89K as of Q4 2024.
  • Microchip Technology was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Microchip Technology made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #590 holding.
  • Cassady Schiller Wealth Management first reported a position in Microchip Technology in Q4 2021 and has held it in 5 quarters since.
  • Cassady Schiller Wealth Management's Microchip Technology position peaked at $44.8K in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.