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Blooom Inc’s Microsoft MSFT Stock Holding History

Blooom Inc’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 		$1.96M Buy
7,527
+689
+10% +$182K 3.71% 5
2022
Q2 		$1.9M Sell
6,838
-1,027
-13% -$279K 3.26% 5
2022
Q1 		$2.47M Sell
7,865
-490
-6% -$147K 1.98% 5
2021
Q4 		$2.81M Sell
8,355
-957
-10% -$310K 2.11% 5
2021
Q3 		$2.63M Sell
9,312
-478
-5% -$139K 2.18% 5
2021
Q2 		$2.65M Sell
9,790
-131
-1% -$33.3K 1.98% 5
2021
Q1 		$2.32M Buy
9,921
+1,681
+20% +$390K 1.82% 5
2020
Q4 		$1.82M Buy
+8,240
New +$1.77M 1.46% 7

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Blooom Inc's MSFT Position: Q3 2022 in Review

Blooom Inc increased its Microsoft (MSFT) stake by 10% in Q3 2022, buying an estimated $182K and bringing the position to 7,527 shares worth $1.96M. The position accounts for 3.71% of the portfolio, ranked #5.

Blooom Inc first reported a position in MSFT in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.81M in Q4 2021. 4,503 funds tracked by Wall St. Rank hold MSFT as of Q3 2022.

  • Blooom Inc held 7,527 shares of Microsoft worth $1.96M as of Q3 2022.
  • Blooom Inc bought 689 Microsoft shares in Q3 2022, an estimated $182K.
  • Microsoft made up 3.71% of Blooom Inc's portfolio in Q3 2022, its #5 holding.
  • Blooom Inc first reported a position in Microsoft in Q4 2020 and has held it in 8 quarters since.
  • Blooom Inc's Microsoft position peaked at $2.81M in Q4 2021.
  • 4,503 funds tracked by Wall St. Rank held Microsoft as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.