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Beecher Investors’s Microsoft MSFT Stock Holding History

Beecher Investors’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
2022
Q3 		$5.87M Hold
25,196
– – 9.64% 3
2022
Q2 		$6.47M Hold
25,196
– – 9.36% 5
2022
Q1 		$7.77M Sell
25,196
-586
-2% -$176K 9% 4
2021
Q4 		$8.67M Buy
+25,782
New +$8.36M 10.51% 3

Other funds holding MSFT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Beecher Investors's MSFT Position: Q3 2022 in Review

Beecher Investors held its Microsoft (MSFT) position steady in Q3 2022 at 25,196 shares worth $5.87M. The position accounts for 9.64% of the portfolio, ranked #3.

Beecher Investors first reported a position in MSFT in Q4 2021 and has held it in 4 quarters since. The position peaked at $8.67M in Q4 2021. 4,500 funds tracked by Wall St. Rank hold MSFT as of Q3 2022.

  • Beecher Investors held 25,196 shares of Microsoft worth $5.87M as of Q3 2022.
  • Beecher Investors left its Microsoft share count unchanged in Q3 2022.
  • Microsoft made up 9.64% of Beecher Investors's portfolio in Q3 2022, its #3 holding.
  • Beecher Investors first reported a position in Microsoft in Q4 2021 and has held it in 4 quarters since.
  • Beecher Investors's Microsoft position peaked at $8.67M in Q4 2021.
  • 4,500 funds tracked by Wall St. Rank held Microsoft as of Q3 2022.

Based on Beecher Investors's 13F filing for Q3 2022, filed 10 Nov 2022.