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Sutton Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Sutton Wealth 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
Q3 		$32.5K Buy
416
+54
+15% +$4.52K 0.02% 284
2023
Q2 		$32.4K Hold
362
– – 0.02% 282
2023
Q1 		$30.3K Sell
362
-24
-6% -$1.91K 0.02% 256
2022
Q4 		$27.1K Sell
386
-5
-1% -$344 0.01% 579
2022
Q3 		$23.9K Buy
391
+5
+1% +$328 0.01% 611
2022
Q2 		$22.4K Buy
386
+24
+7% +$1.59K 0.01% 635
2022
Q1 		$27.2K Sell
362
-6
-2% -$452 0.01% 610
2021
Q4 		$32K Hold
368
– – 0.01% 554
2021
Q3 		$28.2K Buy
368
+6
+2% +$450 0.01% 586
2021
Q2 		$27.1K Hold
362
– – 0.01% 610
2021
Q1 		$28.1K Hold
362
– – 0.01% 574
2020
Q4 		$25K Buy
362
+20
+6% +$1.25K 0.01% 548
2020
Q3 		$17.6K Hold
342
– – 0.01% 580
2020
Q2 		$18K Buy
342
+6
+2% +$270 0.01% 566
2020
Q1 		$11.4K Buy
336
+8
+2% +$376 0.01% 623
2019
Q4 		$17.2K Hold
328
– – 0.01% 664
2019
Q3 		$15.2K Hold
328
– – 0.01% 673
2019
Q2 		$14.2K Buy
328
+54
+20% +$2.4K 0.01% 678
2019
Q1 		$11.4K Hold
274
– – 0.01% 759
2018
Q4 		$9.85K Buy
274
+46
+20% +$1.62K 0.01% 748
2018
Q3 		$9K Hold
228
– – 0.01% 809
2018
Q2 		$10.4K Hold
228
– – 0.01% 822
2018
Q1 		$10.4K Hold
228
– – 0.01% 799
2017
Q4 		$10K Hold
228
– – 0.01% 779
2017
Q3 		$10.2K Hold
228
– – 0.01% 761
2017
Q2 		$8.8K Hold
228
– – 0.01% 772
2017
Q1 		$8.41K Hold
228
– – 0.01% 752
2016
Q4 		$7.31K Sell
228
-20
-8% -$629 0.01% 766
2016
Q3 		$7.71K Hold
248
– – 0.01% 726
2016
Q2 		$6.29K Hold
248
– – 0.01% 731
2016
Q1 		$5.98K Buy
+248
New +$5.52K 0.01% 707

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

Sutton Wealth Advisors's MCHP Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Microchip Technology (MCHP) stake by 15% in Q3 2023, buying an estimated $4.52K and bringing the position to 416 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #284.

Sutton Wealth Advisors first reported a position in MCHP in Q1 2016 and has held it in 31 quarters since. 1,147 funds tracked by Wall St. Rank hold MCHP as of Q3 2023.

  • Sutton Wealth Advisors held 416 shares of Microchip Technology worth $32.5K as of Q3 2023.
  • Sutton Wealth Advisors bought 54 Microchip Technology shares in Q3 2023, an estimated $4.52K.
  • Microchip Technology made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #284 holding.
  • Sutton Wealth Advisors first reported a position in Microchip Technology in Q1 2016 and has held it in 31 quarters since.
  • 1,147 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.