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SVA Wealth Management’s Microchip Technology MCHP Stock Holding History

SVA 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 		$6.91M Sell
100,074
-22,166
-18% -$1.38M 0.6% 33
2020
Q3 		$6.28M Sell
122,240
-1,260
-1% -$65.6K 0.62% 37
2020
Q2 		$6.5M Buy
123,500
+692
+0.6% +$31.1K 0.69% 29
2020
Q1 		$4.16M Sell
122,808
-6,482
-5% -$305K 0.48% 43
2019
Q4 		$6.77M Sell
129,290
-7,286
-5% -$352K 0.62% 34
2019
Q3 		$6.34M Sell
136,576
-4,174
-3% -$189K 0.62% 35
2019
Q2 		$6.1M Sell
140,750
-48,496
-26% -$2.15M 0.6% 35
2019
Q1 		$7.85M Buy
189,246
+5,696
+3% +$236K 0.76% 28
2018
Q4 		$6.6M Buy
183,550
+150
+0.1% +$5.3K 0.74% 33
2018
Q3 		$7.24M Buy
183,400
+1,964
+1% +$86.8K 0.74% 35
2018
Q2 		$8.25M Sell
181,436
-1,924
-1% -$89.2K 0.89% 24
2018
Q1 		$8.23M Buy
183,360
+4,652
+3% +$214K 1.02% 21
2017
Q4 		$7.85M Sell
178,708
-4,652
-3% -$210K 0.92% 27
2017
Q3 		$8.23M Sell
183,360
-2,170
-1% -$91K 1.02% 21
2017
Q2 		$7.16M Sell
185,530
-2,276
-1% -$89.5K 0.93% 30
2017
Q1 		$6.93M Sell
187,806
-59,470
-24% -$2.1M 0.94% 30
2016
Q4 		$7.93M Sell
247,276
-2,718
-1% -$85.5K 1.18% 20
2016
Q3 		$7.77M Sell
249,994
-15,080
-6% -$438K 1.21% 19
2016
Q2 		$6.73M Sell
265,074
-4,050
-2% -$101K 1.09% 24
2016
Q1 		$6.49M Buy
269,124
+62,086
+30% +$1.38M 1.07% 25
2015
Q4 		$4.82M Buy
207,038
+15,224
+8% +$357K 0.83% 35
2015
Q3 		$4.13M Sell
191,814
-27,202
-12% -$586K 0.77% 42
2015
Q2 		$5.19M Buy
219,016
+2,676
+1% +$64.9K 0.96% 33
2015
Q1 		$5.29M Buy
216,340
+154,092
+248% +$3.72M 0.97% 33
2014
Q4 		$1.4M Buy
62,248
+7,278
+13% +$158K 0.51% 46
2014
Q3 		$1.3M Buy
54,970
+2,196
+4% +$52.5K 0.55% 46
2014
Q2 		$1.29M Buy
52,774
+2,420
+5% +$57.7K 0.55% 47
2014
Q1 		$1.2M Buy
50,354
+6,446
+15% +$147K 0.57% 48
2013
Q4 		$982K Buy
+43,908
New +$921K 0.59% 47

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

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

SVA Wealth Management reduced its Microchip Technology (MCHP) stake by 18% in Q4 2020, selling an estimated $1.38M and leaving 100,074 shares worth $6.91M. The position accounts for 0.6% of the portfolio, ranked #33.

SVA Wealth Management first reported a position in MCHP in Q4 2013 and has held it in 29 quarters since. The position peaked at $8.25M in Q2 2018. 924 funds tracked by Wall St. Rank hold MCHP as of Q4 2020.

  • SVA Wealth Management held 100,074 shares of Microchip Technology worth $6.91M as of Q4 2020.
  • SVA Wealth Management sold 22,166 Microchip Technology shares in Q4 2020, an estimated $1.38M.
  • Microchip Technology made up 0.6% of SVA Wealth Management's portfolio in Q4 2020, its #33 holding.
  • SVA Wealth Management first reported a position in Microchip Technology in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Microchip Technology position peaked at $8.25M in Q2 2018.
  • 924 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.