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H.L. Ormond & Company’s Microsoft MSFT Stock Holding History

H.L. Ormond & Company’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
Q3 		$2.16M Buy
9,282
+223
+2% +$58.9K 3.47% 1
2022
Q2 		$2.33M Sell
9,059
-747
-8% -$203K 3.77% 1
2022
Q1 		$3.02M Sell
9,806
-126
-1% -$37.9K 3.69% 1
2021
Q4 		$3.02M Buy
+9,932
New +$3.22M 3.55% 2

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

H.L. Ormond & Company's MSFT Position: Q3 2022 in Review

H.L. Ormond & Company increased its Microsoft (MSFT) stake by 2.5% in Q3 2022, buying an estimated $58.9K and bringing the position to 9,282 shares worth $2.16M. The position accounts for 3.47% of the portfolio, ranked #1.

H.L. Ormond & Company first reported a position in MSFT in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.02M in Q4 2021. 4,500 funds tracked by Wall St. Rank hold MSFT as of Q3 2022.

  • H.L. Ormond & Company held 9,282 shares of Microsoft worth $2.16M as of Q3 2022.
  • H.L. Ormond & Company bought 223 Microsoft shares in Q3 2022, an estimated $58.9K.
  • Microsoft made up 3.47% of H.L. Ormond & Company's portfolio in Q3 2022, its #1 holding.
  • H.L. Ormond & Company first reported a position in Microsoft in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Microsoft position peaked at $3.02M in Q4 2021.
  • 4,500 funds tracked by Wall St. Rank held Microsoft as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.