KSWA
MCHP icon

Kathleen S. Wright Associates’s Microchip Technology MCHP Stock Holding History

Kathleen S. Wright Associates’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
2023
Q4 		– Sell
-94
Closed -$7.34K – 211
2023
Q3 		$7.34K Hold
94
– – ﹤0.01% 157
2023
Q2 		$8.42K Hold
94
– – 0.01% 137
2023
Q1 		$7.88K Hold
94
– – 0.01% 133
2022
Q4 		$7K Hold
94
– – ﹤0.01% 164
2022
Q3 		$6K Buy
+94
New +$6.17K ﹤0.01% 152

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kathleen S. Wright Associates's MCHP Position: Q4 2023 in Review

Kathleen S. Wright Associates sold out of Microchip Technology (MCHP) in Q4 2023, closing a stake of 94 shares — an estimated $7.34K sold.

Kathleen S. Wright Associates first reported a position in MCHP in Q3 2022 and held it in 5 quarters. The position peaked at $8.42K in Q2 2023. 1,224 funds tracked by Wall St. Rank hold MCHP as of Q4 2023.

  • Kathleen S. Wright Associates reported no remaining Microchip Technology position as of Q4 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 94 Microchip Technology shares in Q4 2023, an estimated $7.34K.
  • Kathleen S. Wright Associates first reported a position in Microchip Technology in Q3 2022 and held it in 5 quarters.
  • Kathleen S. Wright Associates's Microchip Technology position peaked at $8.42K in Q2 2023.
  • 1,224 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2023, filed 1 Feb 2024.