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Heritage Financial Services’s Microchip Technology MCHP Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-40
Closed -$2K – 300
2022
Q2 		$2K Buy
+40
New +$2.65K ﹤0.01% 419

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Financial Services's MCHP Position: Q3 2022 in Review

Heritage Financial Services sold out of Microchip Technology (MCHP) in Q3 2022, closing a stake of 40 shares — an estimated $2K sold.

Heritage Financial Services first reported a position in MCHP in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 1,011 funds tracked by Wall St. Rank hold MCHP as of Q3 2022.

  • Heritage Financial Services reported no remaining Microchip Technology position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 40 Microchip Technology shares in Q3 2022, an estimated $2K.
  • Heritage Financial Services first reported a position in Microchip Technology in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Microchip Technology position peaked at $2K in Q2 2022.
  • 1,011 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.