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Willingdon Wealth Management’s Microchip Technology MCHP Stock Holding History

Willingdon 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
Q1 		$18K Sell
522
-264
-34% -$12.4K ﹤0.01% 192
2019
Q4 		$41K Sell
786
-50
-6% -$2.42K 0.01% 186
2019
Q3 		$39K Buy
836
+50
+6% +$2.27K 0.01% 187
2019
Q2 		$34K Sell
786
-20
-2% -$889 0.01% 189
2019
Q1 		$33K Buy
806
+36
+5% +$1.49K 0.01% 204
2018
Q4 		$28K Sell
770
-36,358
-98% -$1.28M 0.01% 215
2018
Q3 		$1.47M Buy
37,128
+598
+2% +$26.4K 0.4% 87
2018
Q2 		$1.66M Buy
36,530
+1,802
+5% +$83.5K 0.51% 84
2018
Q1 		$1.59M Sell
34,728
-6,198
-15% -$286K 0.5% 81
2017
Q4 		$1.8M Buy
40,926
+4,472
+12% +$202K 0.59% 69
2017
Q3 		$1.64M Sell
36,454
-1,764
-5% -$74K 0.6% 66
2017
Q2 		$1.48M Buy
38,218
+1,418
+4% +$55.8K 0.59% 79
2017
Q1 		$1.36M Sell
36,800
-14,968
-29% -$528K 0.55% 75
2016
Q4 		$1.66M Sell
51,768
-2,368
-4% -$74.5K 0.78% 56
2016
Q3 		$1.68M Sell
54,136
-12,314
-19% -$358K 0.85% 52
2016
Q2 		$1.69M Sell
66,450
-3,228
-5% -$80.4K 0.87% 52
2016
Q1 		$1.68M Buy
+69,678
New +$1.55M 1.03% 42

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
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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Willingdon Wealth Management's MCHP Position: Q1 2020 in Review

Willingdon Wealth Management reduced its Microchip Technology (MCHP) stake by 34% in Q1 2020, selling an estimated $12.4K and leaving 522 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Willingdon Wealth Management first reported a position in MCHP in Q1 2016 and has held it in 17 quarters since. The position peaked at $1.8M in Q4 2017. 749 funds tracked by Wall St. Rank hold MCHP as of Q1 2020.

  • Willingdon Wealth Management held 522 shares of Microchip Technology worth $18K as of Q1 2020.
  • Willingdon Wealth Management sold 264 Microchip Technology shares in Q1 2020, an estimated $12.4K.
  • Microchip Technology made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #192 holding.
  • Willingdon Wealth Management first reported a position in Microchip Technology in Q1 2016 and has held it in 17 quarters since.
  • Willingdon Wealth Management's Microchip Technology position peaked at $1.8M in Q4 2017.
  • 749 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.