Coury Firm Asset Management’s Microsoft MSFT Stock Holding History

Coury Firm Asset Management’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	$2.58M	Buy	8,158 +1,204	+17%	+$398K	4.12%	7
2023 Q2	$2.37M	Buy	6,954 +4	+0.1%	+$1.25K	3.42%	7
2023 Q1	$2M	Buy	6,950 +2,793	+67%	+$712K	2.82%	7
2022 Q4	$997K	Sell	4,157 -75	-2%	-$18K	1.48%	13
2022 Q3	$986K	Buy	4,232 +6	+0.1%	+$1.58K	1.49%	13
2022 Q2	$1.08M	Hold	4,226	–	–	1.44%	14
2022 Q1	$1.3M	Sell	4,226 -151	-3%	-$45.4K	1.13%	15
2021 Q4	$1.46M	Buy	+4,377	New	+$1.42M	1.11%	14

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Coury Firm Asset Management's MSFT Position: Q3 2023 in Review

Coury Firm Asset Management increased its Microsoft (MSFT) stake by 17% in Q3 2023, buying an estimated $398K and bringing the position to 8,158 shares worth $2.58M. The position accounts for 4.12% of the portfolio, ranked #7.

Coury Firm Asset Management first reported a position in MSFT in Q4 2021 and has held it in 8 quarters since. 4,851 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

Coury Firm Asset Management held 8,158 shares of Microsoft worth $2.58M as of Q3 2023.
Coury Firm Asset Management bought 1,204 Microsoft shares in Q3 2023, an estimated $398K.
Microsoft made up 4.12% of Coury Firm Asset Management's portfolio in Q3 2023, its #7 holding.
Coury Firm Asset Management first reported a position in Microsoft in Q4 2021 and has held it in 8 quarters since.
4,851 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.