Halpern Financial’s Microchip Technology MCHP Stock Holding History

Halpern Financial’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	$12.4K	Hold	158	–	–	﹤0.01%	153
2024 Q2	$14.5K	Hold	158	–	–	﹤0.01%	144
2024 Q1	$13.9K	Hold	158	–	–	﹤0.01%	152
2023 Q4	$13.4K	Hold	158	–	–	﹤0.01%	177
2023 Q3	$12.3K	Sell	158 -132	-46%	-$11.1K	﹤0.01%	145
2023 Q2	$26K	Buy	290 +132	+84%	+$10.4K	0.01%	105
2023 Q1	$13.2K	Hold	158	–	–	﹤0.01%	122
2022 Q4	$11.1K	Hold	158	–	–	﹤0.01%	134
2022 Q3	$9.64K	Hold	158	–	–	﹤0.01%	144
2022 Q2	$9.18K	Hold	158	–	–	﹤0.01%	168
2022 Q1	$11.9K	Hold	158	–	–	﹤0.01%	165
2021 Q4	$13.8K	Hold	158	–	–	0.01%	164
2021 Q3	$12.1K	Hold	158	–	–	0.01%	162
2021 Q2	$11.8K	Hold	158	–	–	0.01%	138
2021 Q1	$12.3K	Sell	158 -42	-21%	-$3.13K	0.01%	127
2020 Q4	$13.8K	Buy	200 +42	+27%	+$2.62K	0.01%	102
2020 Q3	$8.12K	Hold	158	–	–	﹤0.01%	121
2020 Q2	$8.32K	Hold	158	–	–	0.01%	109
2020 Q1	$5.36K	Hold	158	–	–	0.01%	113
2019 Q4	$8.27K	Buy	+158	New	+$7.63K	0.01%	128

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Halpern Financial's MCHP Position: Q3 2024 in Review

Halpern Financial held its Microchip Technology (MCHP) position steady in Q3 2024 at 158 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Halpern Financial first reported a position in MCHP in Q4 2019 and has held it in 20 quarters since. The position peaked at $26K in Q2 2023. 1,186 funds tracked by Wall St. Rank hold MCHP as of Q3 2024.

Halpern Financial held 158 shares of Microchip Technology worth $12.4K as of Q3 2024.
Halpern Financial left its Microchip Technology share count unchanged in Q3 2024.
Microchip Technology made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #153 holding.
Halpern Financial first reported a position in Microchip Technology in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's Microchip Technology position peaked at $26K in Q2 2023.
1,186 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.