JWM
MCHP icon

Jeppson Wealth Management’s Microchip Technology MCHP Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-242
Closed -$12K – 315
2020
Q3 		$12K Buy
+242
New +$12.6K 0.01% 378

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jeppson Wealth Management's MCHP Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Microchip Technology (MCHP) in Q4 2020, closing a stake of 242 shares — an estimated $12K sold.

Jeppson Wealth Management first reported a position in MCHP in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 924 funds tracked by Wall St. Rank hold MCHP as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Microchip Technology position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 242 Microchip Technology shares in Q4 2020, an estimated $12K.
  • Jeppson Wealth Management first reported a position in Microchip Technology in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Microchip Technology position peaked at $12K in Q3 2020.
  • 924 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.