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FundX Investment Group’s Microsoft MSFT Stock Holding History

FundX 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
2020
Q1 		– Sell
-2,474
Closed -$390K – 61
2019
Q4 		$390K Buy
2,474
+984
+66% +$145K 0.11% 49
2019
Q3 		$207K Buy
+1,490
New +$205K 0.07% 43

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FundX Investment Group's MSFT Position: Q1 2020 in Review

FundX Investment Group sold out of Microsoft (MSFT) in Q1 2020, closing a stake of 2,474 shares — an estimated $390K sold.

FundX Investment Group first reported a position in MSFT in Q3 2019 and held it in 2 quarters. The position peaked at $390K in Q4 2019. 3,528 funds tracked by Wall St. Rank hold MSFT as of Q1 2020.

  • FundX Investment Group reported no remaining Microsoft position as of Q1 2020 after selling out during the quarter.
  • FundX Investment Group sold 2,474 Microsoft shares in Q1 2020, an estimated $390K.
  • FundX Investment Group first reported a position in Microsoft in Q3 2019 and held it in 2 quarters.
  • FundX Investment Group's Microsoft position peaked at $390K in Q4 2019.
  • 3,528 funds tracked by Wall St. Rank held Microsoft as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.