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Freed Investment Group’s Microsoft MSFT Stock Holding History

Freed Investment Group’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
2021
Q3 		$7.04M Buy
24,979
+219
+0.9% +$63.7K 5.37% 5
2021
Q2 		$6.71M Buy
24,760
+985
+4% +$250K 5.21% 6
2021
Q1 		$5.61M Buy
23,775
+971
+4% +$225K 4.89% 6
2020
Q4 		$5.07M Buy
+22,804
New +$4.9M 4.66% 6

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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Freed Investment Group's MSFT Position: Q3 2021 in Review

Freed Investment Group increased its Microsoft (MSFT) stake by 0.88% in Q3 2021, buying an estimated $63.7K and bringing the position to 24,979 shares worth $7.04M. The position accounts for 5.37% of the portfolio, ranked #5.

Freed Investment Group first reported a position in MSFT in Q4 2020 and has held it in 4 quarters since. 4,024 funds tracked by Wall St. Rank hold MSFT as of Q3 2021.

  • Freed Investment Group held 24,979 shares of Microsoft worth $7.04M as of Q3 2021.
  • Freed Investment Group bought 219 Microsoft shares in Q3 2021, an estimated $63.7K.
  • Microsoft made up 5.37% of Freed Investment Group's portfolio in Q3 2021, its #5 holding.
  • Freed Investment Group first reported a position in Microsoft in Q4 2020 and has held it in 4 quarters since.
  • 4,024 funds tracked by Wall St. Rank held Microsoft as of Q3 2021.

Based on Freed Investment Group's 13F filing for Q3 2021, filed 15 Nov 2021.