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Next Financial Group’s Microchip Technology MCHP Stock Holding History

Next Financial Group’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 		$1.59M Sell
18,272
-1,162
-6% -$94K 0.1% 215
2021
Q3 		$1.49M Buy
19,434
+15,128
+351% +$1.13M 0.12% 196
2021
Q2 		$323K Buy
4,306
+4,274
+13,356% +$326K 0.03% 646
2021
Q1 		$2K Buy
32
+20
+167% +$1.49K ﹤0.01% 2315
2020
Q4 		$1K Hold
12
– – ﹤0.01% 2285
2020
Q3 		$1K Buy
+12
New +$625 ﹤0.01% 2117
2020
Q2 		– Sell
-8,750
Closed -$296K – 1350
2020
Q1 		$296K Buy
8,750
+3,248
+59% +$153K 0.04% 421
2019
Q4 		$288K Sell
5,502
-244
-4% -$11.8K 0.03% 551
2019
Q3 		$267K Buy
5,746
+966
+20% +$43.8K 0.03% 551
2019
Q2 		$207K Buy
4,780
+2,494
+109% +$111K 0.02% 651
2019
Q1 		$95K Buy
2,286
+114
+5% +$4.72K 0.02% 550
2018
Q4 		$78K Buy
2,172
+2,100
+2,917% +$74.1K 0.02% 664
2018
Q3 		$3K Buy
+72
New +$3.18K ﹤0.01% 1255
2017
Q4 		– Sell
-312
Closed -$14K – 930
2017
Q3 		$14K Sell
312
-90
-22% -$3.77K ﹤0.01% 1096
2017
Q2 		$15K Buy
402
+8
+2% +$315 ﹤0.01% 1183
2017
Q1 		$15K Buy
394
+130
+49% +$4.58K ﹤0.01% 1138
2016
Q4 		$8K Sell
264
-6
-2% -$189 ﹤0.01% 1747
2016
Q3 		$8K Buy
270
+72
+36% +$2.09K ﹤0.01% 1761
2016
Q2 		$4K Buy
198
+2
+1% +$50 ﹤0.01% 1466
2016
Q1 		$4K Hold
196
– – ﹤0.01% 1425
2015
Q4 		$4K Buy
196
+2
+1% +$47 ﹤0.01% 1456
2015
Q3 		$4K Hold
194
– – ﹤0.01% 1488
2015
Q2 		$4K Sell
194
-204
-51% -$4.95K ﹤0.01% 1542
2015
Q1 		$9K Buy
398
+2
+0.5% +$48 ﹤0.01% 1287
2014
Q4 		$9K Sell
396
-262
-40% -$5.7K ﹤0.01% 1288
2014
Q3 		$16K Buy
+658
New +$15.7K ﹤0.01% 1532

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

Next Financial Group's MCHP Position: Q4 2021 in Review

Next Financial Group reduced its Microchip Technology (MCHP) stake by 6% in Q4 2021, selling an estimated $94K and leaving 18,272 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #215.

Next Financial Group first reported a position in MCHP in Q3 2014 and has held it in 26 quarters since. 1,066 funds tracked by Wall St. Rank hold MCHP as of Q4 2021.

  • Next Financial Group held 18,272 shares of Microchip Technology worth $1.59M as of Q4 2021.
  • Next Financial Group sold 1,162 Microchip Technology shares in Q4 2021, an estimated $94K.
  • Microchip Technology made up 0.1% of Next Financial Group's portfolio in Q4 2021, its #215 holding.
  • Next Financial Group first reported a position in Microchip Technology in Q3 2014 and has held it in 26 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.