Concentric Wealth Management’s Microchip Technology MCHP Stock Holding History

Concentric 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 Q3	$2.96M	Buy	36,884 +2,193	+6%	+$181K	0.72%	55
2024 Q2	$3.17M	Buy	34,691 +640	+2%	+$58.6K	0.83%	48
2024 Q1	$3.05M	Buy	34,051 +331	+1%	+$28.5K	0.81%	52
2023 Q4	$3.04M	Buy	33,720 +943	+3%	+$76.8K	0.88%	46
2023 Q3	$2.56M	Buy	32,777 +410	+1%	+$34.3K	0.84%	48
2023 Q2	$2.9M	Buy	32,367 +221	+0.7%	+$17.4K	0.92%	46
2023 Q1	$2.69M	Buy	32,146 +1,207	+4%	+$96.2K	0.89%	49
2022 Q4	$2.17M	Buy	+30,939	New	+$2.13M	0.74%	56

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Concentric Wealth Management's MCHP Position: Q3 2024 in Review

Concentric Wealth Management increased its Microchip Technology (MCHP) stake by 6.3% in Q3 2024, buying an estimated $181K and bringing the position to 36,884 shares worth $2.96M. The position accounts for 0.72% of the portfolio, ranked #55.

Concentric Wealth Management first reported a position in MCHP in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.17M in Q2 2024. 1,185 funds tracked by Wall St. Rank hold MCHP as of Q3 2024.

Concentric Wealth Management held 36,884 shares of Microchip Technology worth $2.96M as of Q3 2024.
Concentric Wealth Management bought 2,193 Microchip Technology shares in Q3 2024, an estimated $181K.
Microchip Technology made up 0.72% of Concentric Wealth Management's portfolio in Q3 2024, its #55 holding.
Concentric Wealth Management first reported a position in Microchip Technology in Q4 2022 and has held it in 8 quarters since.
Concentric Wealth Management's Microchip Technology position peaked at $3.17M in Q2 2024.
1,185 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2024.

Based on Concentric Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.