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WBH Advisory’s Microchip Technology MCHP Stock Holding History

WBH Advisory’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
-2,400
Closed -$201K – 305
2023
Q1 		$201K Buy
+2,400
New +$191K 0.03% 294
2022
Q2 		– Sell
-3,708
Closed -$253K – 316
2022
Q1 		$253K Sell
3,708
-397
-10% -$29.9K 0.03% 281
2021
Q4 		$357K Buy
4,105
+1
+0% +$81 0.04% 245
2021
Q3 		$315K Buy
4,104
+2
+0% +$150 0.04% 242
2021
Q2 		$286K Sell
4,102
-50
-1% -$3.81K 0.04% 230
2021
Q1 		$322K Buy
4,152
+2
+0% +$149 0.05% 222
2020
Q4 		$316K Sell
4,150
-1,946
-32% -$121K 0.05% 209
2020
Q3 		$313K Buy
6,096
+2
+0% +$104 0.06% 196
2020
Q2 		$320K Sell
6,094
-596
-9% -$26.8K 0.08% 190
2020
Q1 		$226 Buy
6,690
+4
+0.1% +$188 0.05% 208
2019
Q4 		$350K Buy
6,686
+2
+0% +$97 0.07% 186
2019
Q3 		$310K Buy
6,684
+4
+0.1% +$181 0.07% 192
2019
Q2 		$289K Buy
6,680
+4
+0.1% +$178 0.07% 197
2019
Q1 		$276K Sell
6,676
-596
-8% -$24.7K 0.07% 202
2018
Q4 		$261 Sell
7,272
-798
-10% -$28.2K 0.06% 197
2018
Q3 		$318K Buy
8,070
+4
+0% +$177 0.08% 198
2018
Q2 		$366K Buy
8,066
+2
+0% +$93 0.09% 172
2018
Q1 		$368K Buy
8,064
+4
+0% +$184 0.1% 170
2017
Q4 		$354K Buy
8,060
+4
+0% +$181 0.09% 176
2017
Q3 		$361K Buy
8,056
+4
+0% +$168 0.1% 169
2017
Q2 		$310K Buy
8,052
+2
+0% +$79 0.09% 184
2017
Q1 		$296K Hold
8,050
– – 0.09% 184
2016
Q4 		$258K Hold
8,050
– – 0.09% 194
2016
Q3 		$250K Buy
+8,050
New +$234K 0.09% 189

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WBH Advisory's MCHP Position: Q2 2023 in Review

WBH Advisory sold out of Microchip Technology (MCHP) in Q2 2023, closing a stake of 2,400 shares — an estimated $201K sold.

WBH Advisory first reported a position in MCHP in Q3 2016 and held it in 24 quarters. The position peaked at $368K in Q1 2018. 1,148 funds tracked by Wall St. Rank hold MCHP as of Q2 2023.

  • WBH Advisory reported no remaining Microchip Technology position as of Q2 2023 after selling out during the quarter.
  • WBH Advisory sold 2,400 Microchip Technology shares in Q2 2023, an estimated $201K.
  • WBH Advisory first reported a position in Microchip Technology in Q3 2016 and held it in 24 quarters.
  • WBH Advisory's Microchip Technology position peaked at $368K in Q1 2018.
  • 1,148 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2023.

Based on WBH Advisory's 13F filing for Q2 2023, filed 12 Jul 2023.