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Milestone Investment Advisors’s Microchip Technology MCHP Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-460
Closed -$35.9K – 307
2023
Q3 		$35.9K Buy
+460
New +$38.5K 0.01% 226
2023
Q2 		– Sell
-460
Closed -$38.5K – 300
2023
Q1 		$38.5K Buy
+460
New +$36.7K 0.01% 225

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

Milestone Investment Advisors's MCHP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Microchip Technology (MCHP) in Q4 2023, closing a stake of 460 shares — an estimated $35.9K sold.

Milestone Investment Advisors first reported a position in MCHP in Q1 2023 and held it in 2 quarters. The position peaked at $38.5K in Q1 2023. 1,224 funds tracked by Wall St. Rank hold MCHP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Microchip Technology position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 460 Microchip Technology shares in Q4 2023, an estimated $35.9K.
  • Milestone Investment Advisors first reported a position in Microchip Technology in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Microchip Technology position peaked at $38.5K in Q1 2023.
  • 1,224 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.