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Glovista Investments’s Microsoft MSFT Stock Holding History

Glovista Investments’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
2022
Q4 		– Sell
-1,559
Closed -$363K – 50
2022
Q3 		$363K Buy
1,559
+22
+1% +$5.81K 0.19% 33
2022
Q2 		$395K Hold
1,537
– – 0.16% 46
2022
Q1 		$474K Hold
1,537
– – 0.14% 52
2021
Q4 		$517K Buy
+1,537
New +$498K 0.14% 59
2021
Q3 		– Sell
-7,050
Closed -$1.91M – 90
2021
Q2 		$1.91M Buy
7,050
+100
+1% +$25.4K 0.45% 48
2021
Q1 		$1.64M Buy
6,950
+825
+13% +$191K 0.5% 43
2020
Q4 		$1.36M Sell
6,125
-11,603
-65% -$2.49M 0.44% 57
2020
Q3 		$3.73M Buy
17,728
+12,528
+241% +$2.63M 1.32% 22
2020
Q2 		$1.06M Hold
5,200
– – 0.41% 43
2020
Q1 		$820K Buy
5,200
+600
+13% +$98.7K 0.43% 42
2019
Q4 		$725K Buy
4,600
+500
+12% +$73.5K 0.24% 57
2019
Q3 		$570K Hold
4,100
– – 0.21% 66
2019
Q2 		$549K Buy
4,100
+500
+14% +$63.5K 0.18% 66
2019
Q1 		$425K Buy
3,600
+350
+11% +$38.2K 0.13% 62
2018
Q4 		$330K Hold
3,250
– – 0.09% 68
2018
Q3 		$372K Sell
3,250
-1,054
-24% -$114K 0.1% 82
2018
Q2 		$424K Buy
4,304
+1,954
+83% +$189K 0.1% 84
2018
Q1 		$214K Hold
2,350
– – 0.05% 81
2017
Q4 		$201K Buy
+2,350
New +$193K 0.04% 90
2017
Q1 		– Sell
-4,095
Closed -$254K – 116
2016
Q4 		$254K Buy
+4,095
New +$246K 0.05% 77
2015
Q2 		– Sell
-5,154
Closed -$210K – 85
2015
Q1 		$210K Sell
5,154
-75,936
-94% -$3.31M 0.02% 75
2014
Q4 		$3.77M Buy
81,090
+76,154
+1,543% +$3.57M 0.48% 26
2014
Q3 		$229K Sell
4,936
-220,160
-98% -$9.82M 0.03% 75
2014
Q2 		$9.39M Buy
+225,096
New +$9.11M 1.32% 20

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Glovista Investments's MSFT Position: Q4 2022 in Review

Glovista Investments sold out of Microsoft (MSFT) in Q4 2022, closing a stake of 1,559 shares — an estimated $363K sold.

Glovista Investments first reported a position in MSFT in Q2 2014 and held it in 24 quarters. The position peaked at $9.39M in Q2 2014. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

  • Glovista Investments reported no remaining Microsoft position as of Q4 2022 after selling out during the quarter.
  • Glovista Investments sold 1,559 Microsoft shares in Q4 2022, an estimated $363K.
  • Glovista Investments first reported a position in Microsoft in Q2 2014 and held it in 24 quarters.
  • Glovista Investments's Microsoft position peaked at $9.39M in Q2 2014.
  • 4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Glovista Investments's 13F filing for Q4 2022, filed 13 Feb 2023.