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Lenox Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Lenox Wealth Advisors’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
Q1 		$4K Buy
55
+45
+450% +$3.39K ﹤0.01% 586
2021
Q4 		$1K Buy
+10
New +$809 ﹤0.01% 871
2016
Q1 		– Sell
-440
Closed -$10K – 350
2015
Q4 		$10K Buy
440
+40
+10% +$938 ﹤0.01% 180
2015
Q3 		$9K Buy
+400
New +$8.62K ﹤0.01% 192

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Lenox Wealth Advisors's MCHP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Microchip Technology (MCHP) stake by 450% in Q1 2022, buying an estimated $3.39K and bringing the position to 55 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Lenox Wealth Advisors first reported a position in MCHP in Q3 2015 and has held it in 4 quarters since. The position peaked at $10K in Q4 2015. 1,024 funds tracked by Wall St. Rank hold MCHP as of Q1 2022.

  • Lenox Wealth Advisors held 55 shares of Microchip Technology worth $4K as of Q1 2022.
  • Lenox Wealth Advisors bought 45 Microchip Technology shares in Q1 2022, an estimated $3.39K.
  • Microchip Technology made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #586 holding.
  • Lenox Wealth Advisors first reported a position in Microchip Technology in Q3 2015 and has held it in 4 quarters since.
  • Lenox Wealth Advisors's Microchip Technology position peaked at $10K in Q4 2015.
  • 1,024 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.