LWM
MCHP icon

Liberty Wealth Management’s Microchip Technology MCHP Stock Holding History

Liberty Wealth Management’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 		– Sell
-30,590
Closed -$66K – 241
2024
Q2 		$66K Buy
+30,590
New +$2.8M 0.01% 212
2020
Q3 		– Sell
-90
Closed -$5K – 916
2020
Q2 		$5K Sell
90
-34
-27% -$1.53K ﹤0.01% 611
2020
Q1 		$4K Buy
124
+36
+41% +$1.69K ﹤0.01% 629
2019
Q4 		$5K Hold
88
– – ﹤0.01% 672
2019
Q3 		$4K Buy
88
+8
+10% +$363 ﹤0.01% 675
2019
Q2 		$4K Buy
+80
New +$3.55K ﹤0.01% 696

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Liberty Wealth Management's MCHP Position: Q3 2024 in Review

Liberty Wealth Management sold out of Microchip Technology (MCHP) in Q3 2024, closing a stake of 30,590 shares — an estimated $66K sold.

Liberty Wealth Management first reported a position in MCHP in Q2 2019 and held it in 6 quarters. The position peaked at $66K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold MCHP as of Q3 2024.

  • Liberty Wealth Management reported no remaining Microchip Technology position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 30,590 Microchip Technology shares in Q3 2024, an estimated $66K.
  • Liberty Wealth Management first reported a position in Microchip Technology in Q2 2019 and held it in 6 quarters.
  • Liberty Wealth Management's Microchip Technology position peaked at $66K in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.