Summit Wealth Group’s Microchip Technology MCHP Stock Holding History

Summit Wealth 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 Q2	–	Sell	-37,701	Closed	–	–	184
2023 Q1	$0	Buy	+37,701	New	+$3.01M	﹤0.01%	218

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Summit Wealth Group's MCHP Position: Q2 2023 in Review

Summit Wealth Group sold out of Microchip Technology (MCHP) in Q2 2023, closing a stake of 37,701 shares.

Summit Wealth Group first reported a position in MCHP in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,148 funds tracked by Wall St. Rank hold MCHP as of Q2 2023.

Summit Wealth Group reported no remaining Microchip Technology position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 37,701 Microchip Technology shares in Q2 2023.
Summit Wealth Group first reported a position in Microchip Technology in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Microchip Technology position peaked at $0 in Q1 2023.
1,148 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.