Valmark Advisers’s Microchip Technology MCHP Stock Holding History

Valmark Advisers’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	–	Sell	-3,294	Closed	-$265K	–	611
2024 Q3	$265K	Sell	3,294 -65	-2%	-$5.37K	﹤0.01%	523
2024 Q2	$307K	Buy	3,359 +322	+11%	+$29.5K	0.01%	465
2024 Q1	$272K	Buy	3,037 +1	+0%	+$86	﹤0.01%	472
2023 Q4	$274K	Sell	3,036 -85	-3%	-$6.92K	0.01%	438
2023 Q3	$244K	Hold	3,121	–	–	0.01%	428
2023 Q2	$280K	Sell	3,121 -33	-1%	-$2.6K	0.01%	413
2023 Q1	$264K	Buy	3,154 +2	+0.1%	+$159	0.01%	415
2022 Q4	$221K	Buy	+3,152	New	+$217K	0.01%	416
2022 Q2	–	Sell	-2,877	Closed	-$216K	–	422
2022 Q1	$216K	Buy	2,877 +471	+20%	+$35.5K	﹤0.01%	409
2021 Q4	$209K	Buy	+2,406	New	+$195K	﹤0.01%	392

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

Valmark Advisers's MCHP Position: Q4 2024 in Review

Valmark Advisers sold out of Microchip Technology (MCHP) in Q4 2024, closing a stake of 3,294 shares — an estimated $265K sold.

Valmark Advisers first reported a position in MCHP in Q4 2021 and held it in 10 quarters. The position peaked at $307K in Q2 2024. 1,127 funds tracked by Wall St. Rank hold MCHP as of Q4 2024.

Valmark Advisers reported no remaining Microchip Technology position as of Q4 2024 after selling out during the quarter.
Valmark Advisers sold 3,294 Microchip Technology shares in Q4 2024, an estimated $265K.
Valmark Advisers first reported a position in Microchip Technology in Q4 2021 and held it in 10 quarters.
Valmark Advisers's Microchip Technology position peaked at $307K in Q2 2024.
1,127 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.