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Everett Capital Advisors (UK)’s Microsoft MSFT Stock Holding History

Everett Capital Advisors (UK)’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
2019
Q2 		– Sell
-85,000
Closed -$10M – 39
2019
Q1 		$10M Buy
85,000
+24,235
+40% +$2.64M 1% 24
2018
Q4 		$6.17M Buy
+60,765
New +$6.51M 1.28% 21
2018
Q2 		– Sell
-95,990
Closed -$8.76M – 45
2018
Q1 		$8.76M Buy
+95,990
New +$8.78M 0.74% 34

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Everett Capital Advisors (UK)'s MSFT Position: Q2 2019 in Review

Everett Capital Advisors (UK) sold out of Microsoft (MSFT) in Q2 2019, closing a stake of 85,000 shares — an estimated $10M sold.

Everett Capital Advisors (UK) first reported a position in MSFT in Q1 2018 and held it in 3 quarters. The position peaked at $10M in Q1 2019. 3,123 funds tracked by Wall St. Rank hold MSFT as of Q2 2019.

  • Everett Capital Advisors (UK) reported no remaining Microsoft position as of Q2 2019 after selling out during the quarter.
  • Everett Capital Advisors (UK) sold 85,000 Microsoft shares in Q2 2019, an estimated $10M.
  • Everett Capital Advisors (UK) first reported a position in Microsoft in Q1 2018 and held it in 3 quarters.
  • Everett Capital Advisors (UK)'s Microsoft position peaked at $10M in Q1 2019.
  • 3,123 funds tracked by Wall St. Rank held Microsoft as of Q2 2019.

Based on Everett Capital Advisors (UK)'s 13F filing for Q2 2019, filed 13 Aug 2019.