PFS Investments’s Microchip Technology MCHP Stock Holding History

PFS Investments’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 Q2	$10M	Buy	111,831 +23,745	+27%	+$1.87M	0.16%	131
2023 Q1	$6.93M	Buy	88,086 +2,324	+3%	+$185K	0.12%	158
2022 Q4	$6.03M	Buy	85,762 +65,689	+327%	+$4.52M	0.11%	172
2022 Q3	$1.23K	Buy	20,073 +1,007	+5%	+$66.1K	0.02%	318
2022 Q2	$1.11M	Sell	19,066 -45,566	-71%	-$3.02M	0.02%	329
2022 Q1	$4.86M	Sell	64,632 -12,119	-16%	-$912K	0.09%	200
2021 Q4	$6.68M	Sell	76,751 -41,669	-35%	-$3.37M	0.13%	158
2021 Q3	$4.98M	Buy	118,420 +65,642	+124%	+$4.92M	0.1%	176
2021 Q2	$3.8M	Buy	52,778 +7,424	+16%	+$566K	0.09%	193
2021 Q1	$3.52M	Buy	45,354 +8,760	+24%	+$653K	0.09%	187
2020 Q4	$2.7M	Buy	36,594 +3,972	+12%	+$247K	0.08%	196
2020 Q3	$1.68M	Buy	+32,622	New	+$1.7M	0.06%	207

Other funds holding MCHP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return