SYSTM Wealth Solutions’s Microchip Technology MCHP Stock Holding History

SYSTM Wealth Solutions’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 Q3	$112K	Sell	1,395 -62,946	-98%	-$5.2M	3.4%	16
2024 Q2	$5.89M	Sell	64,341 -9,384	-13%	-$859K	1.31%	21
2024 Q1	$6.61M	Buy	73,725 +15,278	+26%	+$1.32M	0.84%	20
2023 Q4	$5.27M	Buy	58,447 +38,366	+191%	+$3.12M	0.73%	29
2023 Q3	$1.57M	Sell	20,081 -16,709	-45%	-$1.4M	0.24%	114
2023 Q2	$3.3M	Buy	36,790 +1,857	+5%	+$147K	0.45%	57
2023 Q1	$2.93M	Buy	34,933 +4,738	+16%	+$378K	0.45%	53
2022 Q4	$2.12M	Buy	+30,195	New	+$2.08M	0.26%	105

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SYSTM Wealth Solutions's MCHP Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Microchip Technology (MCHP) stake by 98% in Q3 2024, selling an estimated $5.2M and leaving 1,395 shares worth $112K. The position accounts for 3.4% of the portfolio, ranked #16.

SYSTM Wealth Solutions first reported a position in MCHP in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.61M in Q1 2024. 1,185 funds tracked by Wall St. Rank hold MCHP as of Q3 2024.

SYSTM Wealth Solutions held 1,395 shares of Microchip Technology worth $112K as of Q3 2024.
SYSTM Wealth Solutions sold 62,946 Microchip Technology shares in Q3 2024, an estimated $5.2M.
Microchip Technology made up 3.4% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #16 holding.
SYSTM Wealth Solutions first reported a position in Microchip Technology in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Microchip Technology position peaked at $6.61M in Q1 2024.
1,185 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.