Fithian’s Microsoft MSFT Stock Holding History

Fithian’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 Q1	$313K	Buy	1,086 +1	+0.1%	+$255	0.65%	12
2022 Q4	$260K	Buy	+1,085	New	+$260K	1.24%	11

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

Fithian's MSFT Position: Q1 2023 in Review

Fithian increased its Microsoft (MSFT) stake by 0.09% in Q1 2023, buying an estimated $255 and bringing the position to 1,086 shares worth $313K. The position accounts for 0.65% of the portfolio, ranked #12.

Fithian first reported a position in MSFT in Q4 2022 and has held it in 2 quarters since. 4,709 funds tracked by Wall St. Rank hold MSFT as of Q1 2023.

Fithian held 1,086 shares of Microsoft worth $313K as of Q1 2023.
Fithian bought 1 Microsoft share in Q1 2023, an estimated $255.
Microsoft made up 0.65% of Fithian's portfolio in Q1 2023, its #12 holding.
Fithian first reported a position in Microsoft in Q4 2022 and has held it in 2 quarters since.
4,709 funds tracked by Wall St. Rank held Microsoft as of Q1 2023.

Based on Fithian's 13F filing for Q1 2023, filed 3 May 2023.