Clear Perspective Advisors’s Microchip Technology MCHP Stock Holding History

Clear Perspective 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 Q4	$305K	Sell	3,500 -300	-8%	-$24.3K	0.09%	137
2021 Q3	$292K	Hold	3,800	–	–	0.1%	130
2021 Q2	$285K	Sell	3,800 -300	-7%	-$22.9K	0.1%	130
2021 Q1	$318K	Hold	4,100	–	–	0.12%	117
2020 Q4	$283K	Hold	4,100	–	–	0.12%	118
2020 Q3	$628	Hold	4,100	–	–	0.29%	63
2020 Q2	$216K	Buy	+4,100	New	+$184K	0.12%	113
2020 Q1	–	Sell	-4,200	Closed	-$220K	–	124
2019 Q4	$220K	Sell	4,200 -1,600	-28%	-$77.3K	0.14%	128
2019 Q3	$269K	Hold	5,800	–	–	0.12%	116
2019 Q2	$251K	Hold	5,800	–	–	0.16%	122
2019 Q1	$284K	Hold	5,800	–	–	0.2%	107
2018 Q4	$209K	Hold	5,800	–	–	0.17%	132
2018 Q3	$229K	Hold	5,800	–	–	0.17%	132
2018 Q2	$264K	Hold	5,800	–	–	0.18%	119
2018 Q1	$265K	Hold	5,800	–	–	0.2%	114
2017 Q4	$255K	Hold	5,800	–	–	0.19%	118
2017 Q3	$260K	Hold	5,800	–	–	0.21%	112
2017 Q2	$224K	Hold	5,800	–	–	0.19%	117
2017 Q1	$214K	Hold	5,800	–	–	0.14%	117
2016 Q4	$186K	Buy	+5,800	New	+$182K	0.12%	131

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Clear Perspective Advisors's MCHP Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Microchip Technology (MCHP) stake by 7.9% in Q4 2021, selling an estimated $24.3K and leaving 3,500 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #137.

Clear Perspective Advisors first reported a position in MCHP in Q4 2016 and has held it in 20 quarters since. The position peaked at $318K in Q1 2021. 1,067 funds tracked by Wall St. Rank hold MCHP as of Q4 2021.

Clear Perspective Advisors held 3,500 shares of Microchip Technology worth $305K as of Q4 2021.
Clear Perspective Advisors sold 300 Microchip Technology shares in Q4 2021, an estimated $24.3K.
Microchip Technology made up 0.09% of Clear Perspective Advisors's portfolio in Q4 2021, its #137 holding.
Clear Perspective Advisors first reported a position in Microchip Technology in Q4 2016 and has held it in 20 quarters since.
Clear Perspective Advisors's Microchip Technology position peaked at $318K in Q1 2021.
1,067 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.