John Gunn - Dodge & Cox
Holding/activity history for Microchip Technology (MCHP)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 6,129,716 | 0.22 | Reduce 0.93% | <0.01 | $64.61 | $396,040,951 | SEC |
| 2025 Q4 | 6,187,474 | 0.21 | Reduce 0.39% | <0.01 | $63.72 | $394,265,843 | SEC |
| 2025 Q3 | 6,211,864 | 0.22 | Reduce 2.02% | <0.01 | $64.22 | $398,925,906 | SEC |
| 2025 Q2 | 6,339,800 | 0.25 | Add 958.45% | 0.23 | $70.37 | $446,131,726 | SEC |
| 2025 Q1 | 598,973 | 0.02 | Reduce 1.62% | <0.01 | $48.41 | $28,996,283 | SEC |
| 2024 Q4 | 608,865 | 0.02 | Reduce 1.47% | <0.01 | $57.35 | $34,918,408 | SEC |
| 2024 Q3 | 617,926 | 0.03 | Reduce 0.65% | <0.01 | $80.29 | $49,613,279 | SEC |
| 2024 Q2 | 621,961 | 0.03 | Reduce 92.84% | 0.42 | $91.50 | $56,909,432 | SEC |
| 2024 Q1 | 8,688,028 | 0.45 | Reduce 47.18% | 0.44 | $89.71 | $779,402,992 | SEC |
| 2023 Q4 | 16,449,259 | 0.94 | Reduce 4.94% | 0.04 | $90.18 | $1,483,394,177 | SEC |
| 2023 Q3 | 17,303,884 | 0.91 | Reduce 20.46% | 0.27 | $78.05 | $1,350,568,146 | SEC |
| 2023 Q2 | 21,755,868 | 1.31 | Reduce 4.99% | 0.07 | $89.59 | $1,949,108,214 | SEC |
| 2023 Q1 | 22,899,386 | 1.31 | Reduce 2.01% | 0.02 | $83.78 | $1,918,510,559 | SEC |
| 2022 Q4 | 23,368,666 | 1.13 | Reduce 24.87% | 0.36 | $70.25 | $1,641,648,786 | SEC |
| 2022 Q3 | 31,103,061 | 1.44 | Reduce 3.49% | 0.05 | $61.03 | $1,898,220,000 | SEC |
| 2022 Q2 | 32,228,436 | 1.30 | Add 1.74% | 0.02 | $58.08 | $1,871,828,000 | SEC |
| 2022 Q1 | 31,677,344 | 1.45 | Add 7.24% | 0.10 | $75.14 | $2,380,236,000 | SEC |
| 2021 Q4 | 29,539,169 | 1.60 | Add 87.30% | 0.75 | $87.06 | $2,571,680,000 | SEC |
| 2021 Q3 | 15,770,897 | 1.58 | Add 8.35% | 0.12 | $153.49 | $2,420,675,000 | SEC |
| 2021 Q2 | 14,555,412 | 1.43 | Reduce 3.32% | 0.06 | $149.74 | $2,179,527,000 | SEC |
| 2021 Q1 | 15,055,712 | 1.68 | Reduce 17.65% | 0.35 | $155.22 | $2,336,948,000 | SEC |
| 2020 Q4 | 18,281,484 | 2.00 | Reduce 11.90% | 0.23 | $138.11 | $2,524,856,000 | SEC |
| 2020 Q3 | 20,751,913 | 1.96 | Reduce 17.03% | 0.41 | $102.76 | $2,132,467,000 | SEC |
| 2020 Q2 | 25,010,629 | 2.43 | Reduce 11.78% | 0.25 | $105.31 | $2,633,869,000 | SEC |
| 2020 Q1 | 28,351,397 | 2.09 | Add 13.24% | 0.24 | $67.80 | $1,922,225,000 | SEC |
| 2019 Q4 | 25,036,146 | 2.01 | Reduce 1.63% | 0.03 | $104.72 | $2,621,785,000 | SEC |
| 2019 Q3 | 25,449,846 | 1.95 | Add 0.83% | 0.02 | $92.91 | $2,364,545,000 | SEC |
| 2019 Q2 | 25,240,121 | 1.78 | Add 35.09% | 0.46 | $86.70 | $2,188,318,000 | SEC |
| 2019 Q1 | 18,684,483 | 1.28 | Reduce 1.03% | 0.01 | $82.96 | $1,550,065,000 | SEC |
| 2018 Q4 | 18,879,583 | 1.25 | Add 79.98% | 0.56 | $71.92 | $1,357,820,000 | SEC |
| 2018 Q3 | 10,490,101 | 0.64 | Buy | 0.64 | $78.91 | $827,774,000 | SEC |