Berman Capital Advisors’s Microchip Technology MCHP Stock Holding History

Berman Capital 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
2021 Q3	$123K	Sell	1,610 -194	-11%	-$14.5K	0.02%	384
2021 Q2	$135K	Buy	1,804 +478	+36%	+$36.4K	0.02%	311
2021 Q1	$102K	Buy	1,326 +444	+50%	+$33.1K	0.02%	304
2020 Q4	$60K	Buy	882 +360	+69%	+$22.4K	0.01%	358
2020 Q3	$26K	Sell	522 -24	-4%	-$1.25K	0.01%	511
2020 Q2	$28K	Sell	546 -218	-29%	-$9.81K	0.01%	456
2020 Q1	$25K	Buy	764 +38	+5%	+$1.79K	0.01%	443
2019 Q4	$37K	Buy	726 +292	+67%	+$14.1K	0.01%	380
2019 Q3	$20K	Buy	434 +26	+6%	+$1.18K	0.01%	507
2019 Q2	$17K	Sell	408 -102	-20%	-$4.53K	0.01%	564
2019 Q1	$21K	Buy	510 +260	+104%	+$10.8K	0.01%	442
2018 Q4	$8K	Buy	+250	New	+$8.83K	﹤0.01%	564

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Berman Capital Advisors's MCHP Position: Q3 2021 in Review

Berman Capital Advisors reduced its Microchip Technology (MCHP) stake by 11% in Q3 2021, selling an estimated $14.5K and leaving 1,610 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #384.

Berman Capital Advisors first reported a position in MCHP in Q4 2018 and has held it in 12 quarters since. The position peaked at $135K in Q2 2021. 954 funds tracked by Wall St. Rank hold MCHP as of Q3 2021.

Berman Capital Advisors held 1,610 shares of Microchip Technology worth $123K as of Q3 2021.
Berman Capital Advisors sold 194 Microchip Technology shares in Q3 2021, an estimated $14.5K.
Microchip Technology made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #384 holding.
Berman Capital Advisors first reported a position in Microchip Technology in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Microchip Technology position peaked at $135K in Q2 2021.
954 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.