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GYL Financial Synergies’s Microsoft MSFT Stock Holding History

GYL Financial Synergies’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
Q3 		$60.4M Buy
140,283
+85
+0.1% +$36.3K 4.54% 2
2024
Q2 		$62.7M Buy
140,198
+797
+0.6% +$337K 4.84% 2
2024
Q1 		$58.6M Buy
139,401
+72
+0.1% +$29.1K 4.6% 2
2023
Q4 		$52.4M Sell
139,329
-910
-0.6% -$324K 4.33% 2
2023
Q3 		$44.3M Sell
140,239
-5,151
-4% -$1.7M 4.3% 3
2023
Q2 		$49.5M Buy
145,390
+53,185
+58% +$16.7M 4.51% 2
2023
Q1 		$26.6M Buy
92,205
+68,309
+286% +$17.4M 3.19% 3
2022
Q4 		$5.73M Buy
23,896
+665
+3% +$160K 1.24% 23
2022
Q3 		$5.41M Sell
23,231
-343
-1% -$90.6K 1.48% 17
2022
Q2 		$6.05M Buy
23,574
+2,853
+14% +$774K 1.65% 14
2022
Q1 		$6.39M Sell
20,721
-439
-2% -$132K 1.53% 13
2021
Q4 		$7.12M Buy
21,160
+281
+1% +$91.1K 1.92% 11
2021
Q3 		$5.89M Buy
20,879
+1,035
+5% +$301K 3.01% 5
2021
Q2 		$5.38M Sell
19,844
-221
-1% -$56.2K 2.78% 5
2021
Q1 		$4.73M Buy
20,065
+1,177
+6% +$273K 2.6% 6
2020
Q4 		$4.2M Sell
18,888
-362
-2% -$77.8K 2.42% 6
2020
Q3 		$4.05M Buy
19,250
+1,767
+10% +$371K 2.65% 6
2020
Q2 		$3.56M Sell
17,483
-320
-2% -$58.1K 2.58% 7
2020
Q1 		$2.81M Buy
17,803
+780
+5% +$128K 1.79% 10
2019
Q4 		$2.68M Sell
17,023
-1,699
-9% -$250K 1.19% 12
2019
Q3 		$2.6M Buy
18,722
+2,494
+15% +$343K 1.29% 12
2019
Q2 		$2.17M Buy
16,228
+1
+0% +$127 1.15% 14
2019
Q1 		$1.91M Sell
16,227
-383
-2% -$41.8K 1.08% 18
2018
Q4 		$1.69M Buy
+16,610
New +$1.78M 1.22% 14

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GYL Financial Synergies's MSFT Position: Q3 2024 in Review

GYL Financial Synergies increased its Microsoft (MSFT) stake by 0.06% in Q3 2024, buying an estimated $36.3K and bringing the position to 140,283 shares worth $60.4M. The position accounts for 4.54% of the portfolio, ranked #2.

GYL Financial Synergies first reported a position in MSFT in Q4 2018 and has held it in 24 quarters since. The position peaked at $62.7M in Q2 2024. 5,293 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

  • GYL Financial Synergies held 140,283 shares of Microsoft worth $60.4M as of Q3 2024.
  • GYL Financial Synergies bought 85 Microsoft shares in Q3 2024, an estimated $36.3K.
  • Microsoft made up 4.54% of GYL Financial Synergies's portfolio in Q3 2024, its #2 holding.
  • GYL Financial Synergies first reported a position in Microsoft in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Microsoft position peaked at $62.7M in Q2 2024.
  • 5,293 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.