Dean Jacobson Financial Services’s Microsoft MSFT Stock Holding History

Dean Jacobson Financial Services’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
2024 Q4	–	Sell	-619	Closed	-$266K	–	16
2024 Q3	$266K	Buy	+619	New	+$265K	0.2%	9

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dean Jacobson Financial Services's MSFT Position: Q4 2024 in Review

Dean Jacobson Financial Services sold out of Microsoft (MSFT) in Q4 2024, closing a stake of 619 shares — an estimated $266K sold.

Dean Jacobson Financial Services first reported a position in MSFT in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 5,860 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

Dean Jacobson Financial Services reported no remaining Microsoft position as of Q4 2024 after selling out during the quarter.
Dean Jacobson Financial Services sold 619 Microsoft shares in Q4 2024, an estimated $266K.
Dean Jacobson Financial Services first reported a position in Microsoft in Q3 2024 and held it in 1 quarter.
Dean Jacobson Financial Services's Microsoft position peaked at $266K in Q3 2024.
5,860 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Dean Jacobson Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.