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Steward Financial Group’s Microchip Technology MCHP Stock Holding History

Steward Financial Group’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
Q3 		$15K Sell
197
-4
-2% -$335 ﹤0.01% 295
2023
Q2 		$18K Buy
+201
New +$15.9K 0.01% 261
2022
Q3 		– Sell
-139
Closed -$8K – 804
2022
Q2 		$8K Buy
+139
New +$9.2K 0.01% 274

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's MCHP Position: Q3 2023 in Review

Steward Financial Group reduced its Microchip Technology (MCHP) stake by 2% in Q3 2023, selling an estimated $335 and leaving 197 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Steward Financial Group first reported a position in MCHP in Q2 2022 and has held it in 3 quarters since. The position peaked at $18K in Q2 2023. 1,146 funds tracked by Wall St. Rank hold MCHP as of Q3 2023.

  • Steward Financial Group held 197 shares of Microchip Technology worth $15K as of Q3 2023.
  • Steward Financial Group sold 4 Microchip Technology shares in Q3 2023, an estimated $335.
  • Microchip Technology made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #295 holding.
  • Steward Financial Group first reported a position in Microchip Technology in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Microchip Technology position peaked at $18K in Q2 2023.
  • 1,146 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.