Rational Advisors’s Microchip Technology MCHP Stock Holding History

Rational 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 Q1	–	Sell	-1,422	Closed	-$98K	–	210
2020 Q4	$98K	Buy	1,422 +1,196	+529%	+$74.5K	0.03%	169
2020 Q3	$12K	Sell	226 -1,240	-85%	-$64.5K	0.01%	265
2020 Q2	$78K	Buy	+1,466	New	+$66K	0.04%	170
2020 Q1	–	Sell	-230	Closed	-$12K	–	379
2019 Q4	$12K	Sell	230 -952	-81%	-$46K	0.01%	444
2019 Q3	$55K	Buy	1,182 +1,040	+732%	+$47.2K	0.02%	351
2019 Q2	$6K	Sell	142 -1,442	-91%	-$64.1K	﹤0.01%	511
2019 Q1	$66K	Buy	+1,584	New	+$65.6K	0.02%	295
2018 Q4	–	Sell	-1,602	Closed	-$63K	–	554
2018 Q3	$63K	Buy	1,602 +1,534	+2,256%	+$67.8K	0.02%	273
2018 Q2	$3K	Sell	68 -2	-3%	-$93	﹤0.01%	415
2018 Q1	$3K	Buy	+70	New	+$3.23K	﹤0.01%	451
2015 Q3	$463K	Hold	21,500	–	–	0.19%	130
2015 Q2	$510K	Sell	21,500 -56,000	-72%	-$1.36M	0.16%	138
2015 Q1	$1.9M	Sell	77,500 -39,000	-33%	-$941K	0.46%	77
2014 Q4	$2.63M	Buy	+116,500	New	+$2.53M	0.52%	69

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

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

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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