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440 Investment Group’s Microsoft MSFT Stock Holding History

440 Investment Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$4.91M Buy
57,445
+703
+1% +$57.7K 3.5% 4
2017
Q3 		$4.23M Sell
56,742
-67,252
-54% -$4.91M 3.22% 5
2017
Q2 		$8.55M Buy
123,994
+4,288
+4% +$294K 6.81% 3
2017
Q1 		$7.88M Buy
+119,706
New +$7.67M 7.05% 3

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

440 Investment Group's MSFT Position: Q4 2017 in Review

440 Investment Group increased its Microsoft (MSFT) stake by 1.2% in Q4 2017, buying an estimated $57.7K and bringing the position to 57,445 shares worth $4.91M. The position accounts for 3.5% of the portfolio, ranked #4.

440 Investment Group first reported a position in MSFT in Q1 2017 and has held it in 4 quarters since. The position peaked at $8.55M in Q2 2017. 2,753 funds tracked by Wall St. Rank hold MSFT as of Q4 2017.

  • 440 Investment Group held 57,445 shares of Microsoft worth $4.91M as of Q4 2017.
  • 440 Investment Group bought 703 Microsoft shares in Q4 2017, an estimated $57.7K.
  • Microsoft made up 3.5% of 440 Investment Group's portfolio in Q4 2017, its #4 holding.
  • 440 Investment Group first reported a position in Microsoft in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's Microsoft position peaked at $8.55M in Q2 2017.
  • 2,753 funds tracked by Wall St. Rank held Microsoft as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.