Estate Counselors’s Microsoft MSFT Stock Holding History

Estate Counselors’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	-274	Closed	-$63K	–	174
2022 Q3	$63K	Hold	274	–	–	0.01%	130
2022 Q2	$70K	Hold	274	–	–	0.01%	129
2022 Q1	$84K	Hold	274	–	–	0.01%	130
2021 Q4	$92K	Hold	274	–	–	0.01%	130
2021 Q3	$77K	Hold	274	–	–	0.01%	150
2021 Q2	$74K	Hold	274	–	–	0.01%	146
2021 Q1	$65K	Hold	274	–	–	0.01%	144
2020 Q4	$61K	Sell	274 -2,494	-90%	-$536K	0.01%	122
2020 Q3	$582K	Buy	2,768 +274	+11%	+$57.5K	0.09%	74
2020 Q2	$507K	Buy	+2,494	New	+$453K	0.08%	88

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

Estate Counselors's MSFT Position: Q4 2022 in Review

Estate Counselors sold out of Microsoft (MSFT) in Q4 2022, closing a stake of 274 shares — an estimated $63K sold.

Estate Counselors first reported a position in MSFT in Q2 2020 and held it in 10 quarters. The position peaked at $582K in Q3 2020. 4,673 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

Estate Counselors reported no remaining Microsoft position as of Q4 2022 after selling out during the quarter.
Estate Counselors sold 274 Microsoft shares in Q4 2022, an estimated $63K.
Estate Counselors first reported a position in Microsoft in Q2 2020 and held it in 10 quarters.
Estate Counselors's Microsoft position peaked at $582K in Q3 2020.
4,673 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.