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Evercore Wealth Management’s Microchip Technology MCHP Stock Holding History

Evercore 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
2022
Q4 		– Sell
-3,910
Closed -$239K – 401
2022
Q3 		$239K Hold
3,910
– – 0.01% 349
2022
Q2 		$227K Hold
3,910
– – ﹤0.01% 360
2022
Q1 		$294K Sell
3,910
-42
-1% -$3.16K 0.01% 357
2021
Q4 		$344K Hold
3,952
– – 0.01% 334
2021
Q3 		$303K Hold
3,952
– – 0.01% 360
2021
Q2 		$296K Sell
3,952
-26
-0.7% -$1.98K 0.01% 365
2021
Q1 		$309K Sell
3,978
-186
-4% -$13.9K 0.01% 359
2020
Q4 		$288K Buy
4,164
+12
+0.3% +$747 0.01% 363
2020
Q3 		$213K Buy
4,152
+42
+1% +$2.19K 0.01% 358
2020
Q2 		$216K Buy
+4,110
New +$185K 0.01% 350
2020
Q1 		– Sell
-4,194
Closed -$220K – 387
2019
Q4 		$220K Buy
+4,194
New +$203K 0.01% 378
2018
Q1 		– Sell
-3,670
Closed -$161K – 613
2017
Q4 		$161K Hold
3,670
– – 0.01% 394
2017
Q3 		$165K Hold
3,670
– – 0.01% 391
2017
Q2 		$142K Hold
3,670
– – 0.01% 414
2017
Q1 		$135K Hold
3,670
– – 0.01% 428
2016
Q4 		$118K Buy
3,670
+1,270
+53% +$39.9K ﹤0.01% 464
2016
Q3 		$75K Hold
2,400
– – ﹤0.01% 525
2016
Q2 		$61K Sell
2,400
-1,014
-30% -$25.2K ﹤0.01% 540
2016
Q1 		$82K Sell
3,414
-300
-8% -$6.68K ﹤0.01% 487
2015
Q4 		$86K Buy
3,714
+2,700
+266% +$63.3K ﹤0.01% 496
2015
Q3 		$22K Hold
1,014
– – ﹤0.01% 725
2015
Q2 		$24K Sell
1,014
-630
-38% -$15.3K ﹤0.01% 763
2015
Q1 		$40K Buy
1,644
+630
+62% +$15.2K ﹤0.01% 664
2014
Q4 		$23K Hold
1,014
– – ﹤0.01% 650
2014
Q3 		$24K Hold
1,014
– – ﹤0.01% 709
2014
Q2 		$25K Hold
1,014
– – ﹤0.01% 705
2014
Q1 		$24K Hold
1,014
– – ﹤0.01% 716
2013
Q4 		$23K Sell
1,014
-352
-26% -$7.38K ﹤0.01% 661
2013
Q3 		$27K Buy
+1,366
New +$27.1K ﹤0.01% 637

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evercore Wealth Management's MCHP Position: Q4 2022 in Review

Evercore Wealth Management sold out of Microchip Technology (MCHP) in Q4 2022, closing a stake of 3,910 shares — an estimated $239K sold.

Evercore Wealth Management first reported a position in MCHP in Q3 2013 and held it in 29 quarters. The position peaked at $344K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold MCHP as of Q4 2022.

  • Evercore Wealth Management reported no remaining Microchip Technology position as of Q4 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 3,910 Microchip Technology shares in Q4 2022, an estimated $239K.
  • Evercore Wealth Management first reported a position in Microchip Technology in Q3 2013 and held it in 29 quarters.
  • Evercore Wealth Management's Microchip Technology position peaked at $344K in Q4 2021.
  • 1,089 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2022.

Based on Evercore Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.