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Cavalry Management Group’s Microsoft MSFT Stock Holding History

Cavalry Management 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
2023
Q3 		– Sell
-90,588
Closed -$30.8M – 11
2023
Q2 		$30.8M Buy
90,588
+53,346
+143% +$16.7M 13.57% 1
2023
Q1 		$10.7M Buy
+37,242
New +$9.5M 6.17% 8
2022
Q2 		– Sell
-111,982
Closed -$34.5M – 36
2022
Q1 		$34.5M Sell
111,982
-24,167
-18% -$7.27M 2.64% 18
2021
Q4 		$45.8M Buy
136,149
+48,944
+56% +$15.9M 5.2% 8
2021
Q3 		$24.6M Sell
87,205
-135,167
-61% -$39.3M 2.44% 22
2021
Q2 		$60.2M Sell
222,372
-57,511
-21% -$14.6M 6.55% 3
2021
Q1 		$66M Buy
279,883
+191,155
+215% +$44.4M 6.12% 2
2020
Q4 		$19.7M Sell
88,728
-183,055
-67% -$39.4M 1.55% 25
2020
Q3 		$57.1M Sell
271,783
-27,418
-9% -$5.76M 6.19% 6
2020
Q2 		$60.9M Sell
299,201
-36,871
-11% -$6.69M 7.9% 2
2020
Q1 		$53M Sell
336,072
-18,318
-5% -$3.01M 5.84% 5
2019
Q4 		$55.9M Buy
354,390
+127,933
+56% +$18.8M 8.12% 4
2019
Q3 		$31.5M Sell
226,457
-1,449
-0.6% -$199K 7.38% 3
2019
Q2 		$30.6M Sell
227,906
-126,468
-36% -$16.1M 4.9% 8
2019
Q1 		$41.8M Buy
354,374
+69,280
+24% +$7.56M 12.29% 1
2018
Q4 		$28.9M Sell
285,094
-219,736
-44% -$23.5M 6.74% 7
2018
Q3 		$57.7M Sell
504,830
-3,344
-0.7% -$363K 16.34% 1
2018
Q2 		$50.1M Buy
508,174
+45,540
+10% +$4.41M 21.25% 1
2018
Q1 		$42.2M Sell
462,634
-76,439
-14% -$6.99M 12.05% 1
2017
Q4 		$46.1M Buy
539,073
+43,490
+9% +$3.57M 13.46% 1
2017
Q3 		$36.9M Buy
495,583
+365,709
+282% +$26.7M 9.32% 2
2017
Q2 		$8.95M Buy
+129,874
New +$8.92M 3.55% 13

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cavalry Management Group's MSFT Position: Q3 2023 in Review

Cavalry Management Group sold out of Microsoft (MSFT) in Q3 2023, closing a stake of 90,588 shares — an estimated $30.8M sold.

Cavalry Management Group first reported a position in MSFT in Q2 2017 and held it in 22 quarters. The position peaked at $66M in Q1 2021. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

  • Cavalry Management Group reported no remaining Microsoft position as of Q3 2023 after selling out during the quarter.
  • Cavalry Management Group sold 90,588 Microsoft shares in Q3 2023, an estimated $30.8M.
  • Cavalry Management Group first reported a position in Microsoft in Q2 2017 and held it in 22 quarters.
  • Cavalry Management Group's Microsoft position peaked at $66M in Q1 2021.
  • 4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Cavalry Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.