Green Alpha Advisors’s Microsoft MSFT Stock Holding History

Green Alpha 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
2024 Q1	–	Sell	-3,912	Closed	-$1.47M	–	148
2023 Q4	$1.47M	Hold	3,912	–	–	1.06%	27
2023 Q3	$1.24M	Hold	3,912	–	–	0.95%	34
2023 Q2	$1.33M	Hold	3,912	–	–	0.87%	43
2023 Q1	$1.13M	Hold	3,912	–	–	0.79%	51
2022 Q4	$938K	Buy	+3,912	New	+$939K	0.78%	51

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Green Alpha Advisors's MSFT Position: Q1 2024 in Review

Green Alpha Advisors sold out of Microsoft (MSFT) in Q1 2024, closing a stake of 3,912 shares — an estimated $1.47M sold.

Green Alpha Advisors first reported a position in MSFT in Q4 2022 and held it in 5 quarters. The position peaked at $1.47M in Q4 2023. 5,235 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

Green Alpha Advisors reported no remaining Microsoft position as of Q1 2024 after selling out during the quarter.
Green Alpha Advisors sold 3,912 Microsoft shares in Q1 2024, an estimated $1.47M.
Green Alpha Advisors first reported a position in Microsoft in Q4 2022 and held it in 5 quarters.
Green Alpha Advisors's Microsoft position peaked at $1.47M in Q4 2023.
5,235 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on Green Alpha Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.