Enlightenment Research’s Microsoft MSFT Stock Holding History

Enlightenment Research’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 Q4	–	Sell	-13,900	Closed	-$3.24M	–	52
2022 Q3	$3.24M	Buy	+13,900	New	+$3.67M	7.17%	1
2022 Q1	–	Sell	-13,200	Closed	-$4.44M	–	178
2021 Q4	$4.44M	Buy	+13,200	New	+$4.28M	6.31%	1
2021 Q2	–	Sell	-13,121	Closed	-$3.09M	–	190
2021 Q1	$3.09M	Buy	+13,121	New	+$3.04M	3.71%	5
2020 Q2	–	Sell	-3,058	Closed	-$495K	–	163
2020 Q1	$495K	Buy	3,058 +958	+46%	+$158K	0.53%	42
2019 Q4	$331K	Buy	+2,100	New	+$309K	1.55%	24
2019 Q3	–	Sell	-22,000	Closed	-$2.74M	–	212
2019 Q2	$2.74M	Buy	22,000 +15,300	+228%	+$1.94M	1.39%	10
2019 Q1	$790K	Sell	6,700 -15,100	-69%	-$1.65M	1.54%	20
2018 Q4	$2.21M	Buy	+21,800	New	+$2.34M	2.75%	5

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

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

Norges Bank Oslo, Norway $935B AUM

Enlightenment Research's MSFT Position: Q4 2022 in Review

Enlightenment Research sold out of Microsoft (MSFT) in Q4 2022, closing a stake of 13,900 shares — an estimated $3.24M sold.

Enlightenment Research first reported a position in MSFT in Q4 2018 and held it in 8 quarters. The position peaked at $4.44M in Q4 2021. 4,673 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

Enlightenment Research reported no remaining Microsoft position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 13,900 Microsoft shares in Q4 2022, an estimated $3.24M.
Enlightenment Research first reported a position in Microsoft in Q4 2018 and held it in 8 quarters.
Enlightenment Research's Microsoft position peaked at $4.44M in Q4 2021.
4,673 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.