EPG Wealth Management’s Microchip Technology MCHP Stock Holding History

EPG 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 Q4	–	Sell	-8,403	Closed	-$656K	–	440
2023 Q3	$656K	Buy	8,403 +860	+11%	+$72K	0.2%	129
2023 Q2	$676K	Buy	7,543 +735	+11%	+$58K	0.2%	126
2023 Q1	$570K	Buy	6,808 +3,960	+139%	+$316K	0.18%	130
2022 Q4	$200K	Buy	+2,848	New	+$196K	0.08%	210
2022 Q1	–	Sell	-2,338	Closed	-$204K	–	424
2021 Q4	$204K	Buy	+2,338	New	+$189K	0.07%	229
2021 Q3	–	Sell	-2,858	Closed	-$214K	–	377
2021 Q2	$214K	Buy	2,858 +4	+0.1%	+$305	0.09%	198
2021 Q1	$222K	Buy	+2,854	New	+$213K	0.11%	172
2020 Q2	–	Sell	-1,288	Closed	-$43K	–	513
2020 Q1	$43K	Buy	1,288 +1,198	+1,331%	+$56.3K	0.03%	297
2019 Q4	$5K	Buy	+90	New	+$4.35K	﹤0.01%	515

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

EPG Wealth Management's MCHP Position: Q4 2023 in Review

EPG Wealth Management sold out of Microchip Technology (MCHP) in Q4 2023, closing a stake of 8,403 shares — an estimated $656K sold.

EPG Wealth Management first reported a position in MCHP in Q4 2019 and held it in 9 quarters. The position peaked at $676K in Q2 2023. 1,224 funds tracked by Wall St. Rank hold MCHP as of Q4 2023.

EPG Wealth Management reported no remaining Microchip Technology position as of Q4 2023 after selling out during the quarter.
EPG Wealth Management sold 8,403 Microchip Technology shares in Q4 2023, an estimated $656K.
EPG Wealth Management first reported a position in Microchip Technology in Q4 2019 and held it in 9 quarters.
EPG Wealth Management's Microchip Technology position peaked at $676K in Q2 2023.
1,224 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2023.

Based on EPG Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.