Sugarloaf Wealth Management’s Microchip Technology MCHP Stock Holding History

Sugarloaf Wealth Management’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 Q4	$42.3K	Hold	738	–	–	0.01%	313
2024 Q3	$59.3K	Hold	738	–	–	0.01%	287
2024 Q2	$67.5K	Hold	738	–	–	0.01%	263
2024 Q1	$66.2K	Hold	738	–	–	0.01%	266
2023 Q4	$66.6K	Hold	738	–	–	0.02%	257
2023 Q3	$57.6K	Hold	738	–	–	0.01%	270
2023 Q2	$66.1K	Hold	738	–	–	0.02%	255
2023 Q1	$61.8K	Hold	738	–	–	0.02%	261
2022 Q4	$51.8K	Hold	738	–	–	0.01%	278
2022 Q3	$46K	Hold	738	–	–	0.01%	295
2022 Q2	$43K	Hold	738	–	–	0.01%	311
2022 Q1	$55K	Hold	738	–	–	0.01%	271
2021 Q4	$64K	Hold	738	–	–	0.02%	259
2021 Q3	$57K	Hold	738	–	–	0.02%	249
2021 Q2	$55K	Hold	738	–	–	0.02%	255
2021 Q1	$57	Hold	738	–	–	0.02%	254
2020 Q4	$51K	Hold	738	–	–	0.02%	250
2020 Q3	$38K	Hold	738	–	–	0.01%	262
2020 Q2	$39K	Hold	738	–	–	0.02%	272
2020 Q1	$25K	Buy	+738	New	+$34.7K	0.01%	299

Other funds holding MCHP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's MCHP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Microchip Technology (MCHP) position steady in Q4 2024 at 738 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #313.

Sugarloaf Wealth Management first reported a position in MCHP in Q1 2020 and has held it in 20 quarters since. The position peaked at $67.5K in Q2 2024. 1,127 funds tracked by Wall St. Rank hold MCHP as of Q4 2024.

Sugarloaf Wealth Management held 738 shares of Microchip Technology worth $42.3K as of Q4 2024.
Sugarloaf Wealth Management left its Microchip Technology share count unchanged in Q4 2024.
Microchip Technology made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #313 holding.
Sugarloaf Wealth Management first reported a position in Microchip Technology in Q1 2020 and has held it in 20 quarters since.
Sugarloaf Wealth Management's Microchip Technology position peaked at $67.5K in Q2 2024.
1,127 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.