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Mark Sheptoff Financial Planning’s Microchip Technology MCHP Stock Holding History

Mark Sheptoff Financial Planning’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
2019
Q3 		– Sell
-74
Closed -$3K – 376
2019
Q2 		$3K Hold
74
– – ﹤0.01% 312
2019
Q1 		$3K Sell
74
-126
-63% -$5.22K ﹤0.01% 313
2018
Q4 		$7K Hold
200
– – 0.01% 264
2018
Q3 		$8K Hold
200
– – 0.01% 305
2018
Q2 		$9K Hold
200
– – 0.01% 289
2018
Q1 		$9K Buy
+200
New +$9.21K 0.01% 301

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Mark Sheptoff Financial Planning's MCHP Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of Microchip Technology (MCHP) in Q3 2019, closing a stake of 74 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in MCHP in Q1 2018 and held it in 6 quarters. The position peaked at $9K in Q2 2018. 775 funds tracked by Wall St. Rank hold MCHP as of Q3 2019.

  • Mark Sheptoff Financial Planning reported no remaining Microchip Technology position as of Q3 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 74 Microchip Technology shares in Q3 2019, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Microchip Technology in Q1 2018 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Microchip Technology position peaked at $9K in Q2 2018.
  • 775 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.