FFG
MCHP icon

Fortem Financial Group’s Microchip Technology MCHP Stock Holding History

Fortem Financial Group’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 		– Sell
-2,432
Closed -$223K – 188
2024
Q2 		$223K Sell
2,432
-108
-4% -$9.88K 0.1% 155
2024
Q1 		$228K Sell
2,540
-1,879
-43% -$162K 0.1% 151
2023
Q4 		$399K Sell
4,419
-1,950
-31% -$159K 0.2% 120
2023
Q3 		$497K Sell
6,369
-5,760
-47% -$482K 0.29% 101
2023
Q2 		$1.09M Buy
12,129
+3,574
+42% +$282K 0.64% 48
2023
Q1 		$717K Buy
8,555
+5,232
+157% +$417K 0.47% 77
2022
Q4 		$233K Hold
3,323
– – 0.14% 147
2022
Q3 		$203K Sell
3,323
-1,740
-34% -$114K 0.14% 150
2022
Q2 		$294K Sell
5,063
-33,999
-87% -$2.25M 0.19% 139
2022
Q1 		$2.94M Buy
39,062
+1,730
+5% +$130K 1.28% 20
2021
Q4 		$3.25M Buy
37,332
+1,370
+4% +$111K 1.48% 13
2021
Q3 		$2.76M Buy
35,962
+730
+2% +$54.7K 1.4% 15
2021
Q2 		$2.64M Buy
35,232
+3,144
+10% +$240K 1.34% 15
2021
Q1 		$2.49M Sell
32,088
-590
-2% -$44K 1.44% 15
2020
Q4 		$2.26M Buy
32,678
+1,358
+4% +$84.5K 1.35% 15
2020
Q3 		$1.61M Buy
+31,320
New +$1.63M 1.16% 24

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fortem Financial Group's MCHP Position: Q3 2024 in Review

Fortem Financial Group sold out of Microchip Technology (MCHP) in Q3 2024, closing a stake of 2,432 shares — an estimated $223K sold.

Fortem Financial Group first reported a position in MCHP in Q3 2020 and held it in 16 quarters. The position peaked at $3.25M in Q4 2021. 1,185 funds tracked by Wall St. Rank hold MCHP as of Q3 2024.

  • Fortem Financial Group reported no remaining Microchip Technology position as of Q3 2024 after selling out during the quarter.
  • Fortem Financial Group sold 2,432 Microchip Technology shares in Q3 2024, an estimated $223K.
  • Fortem Financial Group first reported a position in Microchip Technology in Q3 2020 and held it in 16 quarters.
  • Fortem Financial Group's Microchip Technology position peaked at $3.25M in Q4 2021.
  • 1,185 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2024.

Based on Fortem Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.