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Optimum Investment Advisors’s Microchip Technology MCHP Stock Holding History

Optimum 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
-350
Closed -$27.3K – 699
2023
Q3 		$27.3K Hold
350
– – 0.01% 434
2023
Q2 		$31.4K Hold
350
– – 0.02% 424
2023
Q1 		$29.3K Buy
+350
New +$27.9K 0.02% 433
2022
Q1 		– Sell
-450
Closed -$39K – 874
2021
Q4 		$39K Buy
450
+50
+13% +$4.04K 0.02% 508
2021
Q3 		$31K Sell
400
-902
-69% -$67.6K 0.01% 535
2021
Q2 		$98K Sell
1,302
-400
-24% -$30.5K 0.03% 385
2021
Q1 		$132K Buy
1,702
+600
+54% +$44.8K 0.04% 329
2020
Q4 		$76K Buy
1,102
+800
+265% +$49.8K 0.02% 406
2020
Q3 		$16K Hold
302
– – 0.01% 637
2020
Q2 		$16K Hold
302
– – 0.01% 639
2020
Q1 		$10K Sell
302
-1,150
-79% -$54.1K ﹤0.01% 679
2019
Q4 		$76K Hold
1,452
– – 0.02% 438
2019
Q3 		$67K Sell
1,452
-4,500
-76% -$204K 0.02% 453
2019
Q2 		$258K Hold
5,952
– – 0.08% 231
2019
Q1 		$247K Buy
5,952
+1,152
+24% +$47.7K 0.08% 240
2018
Q4 		$173K Sell
4,800
-850
-15% -$30K 0.06% 281
2018
Q3 		$223K Sell
5,650
-750
-12% -$33.1K 0.06% 288
2018
Q2 		$291K Sell
6,400
-3,500
-35% -$162K 0.08% 236
2018
Q1 		$452K Sell
9,900
-2,800
-22% -$129K 0.13% 171
2017
Q4 		$558K Buy
12,700
+1,150
+10% +$52K 0.18% 150
2017
Q3 		$518K Buy
+11,550
New +$484K 0.17% 157

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

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

Optimum Investment Advisors sold out of Microchip Technology (MCHP) in Q4 2023, closing a stake of 350 shares — an estimated $27.3K sold.

Optimum Investment Advisors first reported a position in MCHP in Q3 2017 and held it in 21 quarters. The position peaked at $558K in Q4 2017. 1,225 funds tracked by Wall St. Rank hold MCHP as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Microchip Technology position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 350 Microchip Technology shares in Q4 2023, an estimated $27.3K.
  • Optimum Investment Advisors first reported a position in Microchip Technology in Q3 2017 and held it in 21 quarters.
  • Optimum Investment Advisors's Microchip Technology position peaked at $558K in Q4 2017.
  • 1,225 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.