Curi Wealth Management’s Microchip Technology MCHP Stock Holding History

Curi 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 Q1	–	Sell	-138,996	Closed	-$12.5M	–	86
2023 Q4	$12.5M	Sell	138,996 -16,421	-11%	-$1.34M	1.73%	16
2023 Q3	$12.1M	Sell	155,417 -9,427	-6%	-$789K	1.86%	17
2023 Q2	$14.8M	Sell	164,844 -9,811	-6%	-$774K	2%	12
2023 Q1	$14.6M	Sell	174,655 -12,409	-7%	-$989K	2.1%	11
2022 Q4	$13.1M	Sell	187,064 -4,979	-3%	-$343K	1.84%	18
2022 Q3	$11.7M	Buy	192,043 +8,037	+4%	+$528K	1.94%	17
2022 Q2	$10.7M	Sell	184,006 -647	-0.4%	-$42.8K	2.06%	18
2022 Q1	$13.9M	Buy	184,653 +23,659	+15%	+$1.78M	2.4%	13
2021 Q4	$14M	Buy	+160,994	New	+$13M	2.42%	12

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Curi Wealth Management's MCHP Position: Q1 2024 in Review

Curi Wealth Management sold out of Microchip Technology (MCHP) in Q1 2024, closing a stake of 138,996 shares — an estimated $12.5M sold.

Curi Wealth Management first reported a position in MCHP in Q4 2021 and held it in 9 quarters. The position peaked at $14.8M in Q2 2023. 1,206 funds tracked by Wall St. Rank hold MCHP as of Q1 2024.

Curi Wealth Management reported no remaining Microchip Technology position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 138,996 Microchip Technology shares in Q1 2024, an estimated $12.5M.
Curi Wealth Management first reported a position in Microchip Technology in Q4 2021 and held it in 9 quarters.
Curi Wealth Management's Microchip Technology position peaked at $14.8M in Q2 2023.
1,206 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.