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Oak Hill Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Oak Hill 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
2024
Q3 		– Sell
-2,440
Closed -$223K – 178
2024
Q2 		$223K Buy
+2,440
New +$223K 0.07% 105
2024
Q1 		– Sell
-2,440
Closed -$210K – 164
2023
Q4 		$220K Buy
+2,440
New +$199K 0.08% 101
2023
Q3 		– Sell
-2,440
Closed -$219K – 108
2023
Q2 		$219K Hold
2,440
– – 0.08% 103
2023
Q1 		$204K Buy
+2,440
New +$195K 0.08% 105

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

Oak Hill Wealth Advisors's MCHP Position: Q3 2024 in Review

Oak Hill Wealth Advisors sold out of Microchip Technology (MCHP) in Q3 2024, closing a stake of 2,440 shares — an estimated $223K sold.

Oak Hill Wealth Advisors first reported a position in MCHP in Q1 2023 and held it in 4 quarters. The position peaked at $223K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold MCHP as of Q3 2024.

  • Oak Hill Wealth Advisors reported no remaining Microchip Technology position as of Q3 2024 after selling out during the quarter.
  • Oak Hill Wealth Advisors sold 2,440 Microchip Technology shares in Q3 2024, an estimated $223K.
  • Oak Hill Wealth Advisors first reported a position in Microchip Technology in Q1 2023 and held it in 4 quarters.
  • Oak Hill Wealth Advisors's Microchip Technology position peaked at $223K in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2024.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.