Gideon Capital Advisors’s Microsoft MSFT Stock Holding History

Gideon Capital Advisors’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	-20,067	Closed	-$3.17M	–	135
2019 Q4	$3.17M	Buy	+20,067	New	+$2.95M	1.09%	9
2019 Q3	–	Sell	-18,631	Closed	-$2.5M	–	364
2019 Q2	$2.5M	Sell	18,631 -23,462	-56%	-$2.98M	0.86%	23
2019 Q1	$4.96M	Sell	42,093 -7,358	-15%	-$803K	1.77%	3
2018 Q4	$5.02M	Buy	+49,451	New	+$5.3M	2.05%	1
2018 Q3	–	Sell	-26,578	Closed	-$2.62M	–	435
2018 Q2	$2.62M	Buy	+26,578	New	+$2.58M	1.31%	5
2017 Q4	–	Sell	-3,968	Closed	-$296K	–	366
2017 Q3	$296K	Buy	+3,968	New	+$290K	0.29%	145
2015 Q3	–	Sell	-7,522	Closed	-$332K	–	291
2015 Q2	$332K	Sell	7,522 -21,738	-74%	-$992K	0.14%	186
2015 Q1	$1.19M	Buy	+29,260	New	+$1.27M	0.48%	83

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gideon Capital Advisors's MSFT Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Microsoft (MSFT) in Q1 2020, closing a stake of 20,067 shares — an estimated $3.17M sold.

Gideon Capital Advisors first reported a position in MSFT in Q1 2015 and held it in 8 quarters. The position peaked at $5.02M in Q4 2018. 3,528 funds tracked by Wall St. Rank hold MSFT as of Q1 2020.

Gideon Capital Advisors reported no remaining Microsoft position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 20,067 Microsoft shares in Q1 2020, an estimated $3.17M.
Gideon Capital Advisors first reported a position in Microsoft in Q1 2015 and held it in 8 quarters.
Gideon Capital Advisors's Microsoft position peaked at $5.02M in Q4 2018.
3,528 funds tracked by Wall St. Rank held Microsoft as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.