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Marks Group Wealth Management’s Microchip Technology MCHP Stock Holding History

Marks Group 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
Q4 		– Sell
-2,929
Closed -$235K – 294
2024
Q3 		$235K Hold
2,929
– – 0.02% 281
2024
Q2 		$268K Sell
2,929
-174
-6% -$15.9K 0.03% 268
2024
Q1 		$278K Buy
3,103
+421
+16% +$36.3K 0.03% 268
2023
Q4 		$242K Buy
2,682
+43
+2% +$3.5K 0.03% 276
2023
Q3 		$206K Hold
2,639
– – 0.03% 269
2023
Q2 		$236K Hold
2,639
– – 0.03% 263
2023
Q1 		$221K Buy
+2,639
New +$210K 0.03% 264
2022
Q2 		– Sell
-2,973
Closed -$223K – 303
2022
Q1 		$223K Sell
2,973
-3
-0.1% -$226 0.03% 287
2021
Q4 		$259K Sell
2,976
-114
-4% -$9.22K 0.03% 282
2021
Q3 		$237K Sell
3,090
-168
-5% -$12.6K 0.03% 265
2021
Q2 		$244K Sell
3,258
-132
-4% -$10.1K 0.03% 235
2021
Q1 		$263K Sell
3,390
-154
-4% -$11.5K 0.04% 221
2020
Q4 		$245K Buy
+3,544
New +$221K 0.04% 229
2020
Q3 		– Sell
-3,976
Closed -$209K – 249
2020
Q2 		$209K Buy
+3,976
New +$179K 0.04% 221
2020
Q1 		– Sell
-3,894
Closed -$203K – 238
2019
Q4 		$203K Buy
+3,894
New +$188K 0.04% 228

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marks Group Wealth Management's MCHP Position: Q4 2024 in Review

Marks Group Wealth Management sold out of Microchip Technology (MCHP) in Q4 2024, closing a stake of 2,929 shares — an estimated $235K sold.

Marks Group Wealth Management first reported a position in MCHP in Q4 2019 and held it in 15 quarters. The position peaked at $278K in Q1 2024. 1,127 funds tracked by Wall St. Rank hold MCHP as of Q4 2024.

  • Marks Group Wealth Management reported no remaining Microchip Technology position as of Q4 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 2,929 Microchip Technology shares in Q4 2024, an estimated $235K.
  • Marks Group Wealth Management first reported a position in Microchip Technology in Q4 2019 and held it in 15 quarters.
  • Marks Group Wealth Management's Microchip Technology position peaked at $278K in Q1 2024.
  • 1,127 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2024.

Based on Marks Group Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.