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Glassman Wealth Services’s Microchip Technology MCHP Stock Holding History

Glassman Wealth Services’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
-1,904
Closed -$172K – 1131
2023
Q4 		$172K Buy
1,904
+1,033
+119% +$84.1K 0.02% 220
2023
Q3 		$68K Sell
871
-12
-1% -$1K 0.01% 348
2023
Q2 		$79.1K Buy
883
+4
+0.5% +$316 0.01% 309
2023
Q1 		$73.6K Buy
879
+10
+1% +$797 0.01% 321
2022
Q4 		$61K Buy
869
+171
+24% +$11.8K 0.01% 374
2022
Q3 		$43K Buy
698
+182
+35% +$12K 0.01% 419
2022
Q2 		$30K Buy
516
+135
+35% +$8.94K 0.01% 511
2022
Q1 		$29K Buy
381
+105
+38% +$7.91K 0.01% 538
2021
Q4 		$24K Buy
276
+50
+22% +$4.04K ﹤0.01% 563
2021
Q3 		$17K Buy
226
+38
+20% +$2.85K ﹤0.01% 629
2021
Q2 		$14K Buy
188
+56
+42% +$4.27K ﹤0.01% 669
2021
Q1 		$10K Buy
132
+10
+8% +$746 ﹤0.01% 711
2020
Q4 		$8K Buy
122
+18
+17% +$1.12K ﹤0.01% 764
2020
Q3 		$5K Buy
104
+16
+18% +$833 ﹤0.01% 790
2020
Q2 		$5K Sell
88
-14
-14% -$630 ﹤0.01% 625
2020
Q1 		$3K Sell
102
-42
-29% -$1.98K ﹤0.01% 626
2019
Q4 		$8K Buy
144
+14
+11% +$676 ﹤0.01% 518
2019
Q3 		$6K Hold
130
– – ﹤0.01% 515
2019
Q2 		$6K Buy
130
+18
+16% +$800 ﹤0.01% 532
2019
Q1 		$5K Buy
112
+50
+81% +$2.07K ﹤0.01% 550
2018
Q4 		$2K Sell
62
-4
-6% -$141 ﹤0.01% 559
2018
Q3 		$3K Sell
66
-10
-13% -$442 ﹤0.01% 546
2018
Q2 		$3K Sell
76
-14
-16% -$649 ﹤0.01% 507
2018
Q1 		$4K Sell
90
-4
-4% -$184 ﹤0.01% 454
2017
Q4 		$4K Buy
94
+72
+327% +$3.26K ﹤0.01% 429
2017
Q3 		$1K Hold
22
– – ﹤0.01% 483
2017
Q2 		$1K Hold
22
– – ﹤0.01% 479
2017
Q1 		$1K Buy
+22
New +$776 ﹤0.01% 511

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Glassman Wealth Services's MCHP Position: Q1 2024 in Review

Glassman Wealth Services sold out of Microchip Technology (MCHP) in Q1 2024, closing a stake of 1,904 shares — an estimated $172K sold.

Glassman Wealth Services first reported a position in MCHP in Q1 2017 and held it in 28 quarters. The position peaked at $172K in Q4 2023. 1,206 funds tracked by Wall St. Rank hold MCHP as of Q1 2024.

  • Glassman Wealth Services reported no remaining Microchip Technology position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,904 Microchip Technology shares in Q1 2024, an estimated $172K.
  • Glassman Wealth Services first reported a position in Microchip Technology in Q1 2017 and held it in 28 quarters.
  • Glassman Wealth Services's Microchip Technology position peaked at $172K in Q4 2023.
  • 1,206 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.