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Hart & Patterson Financial Group’s Microsoft MSFT Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$1.58M Sell
3,759
-106
-3% -$45.1K 0.77% 33
2024
Q3 		$1.66M Buy
3,865
+66
+2% +$28.2K 0.79% 34
2024
Q2 		$1.7M Buy
3,799
+72
+2% +$30.4K 0.84% 30
2024
Q1 		$1.57M Sell
3,727
-242
-6% -$98K 0.78% 31
2023
Q4 		$1.49M Buy
+3,969
New +$1.41M 0.78% 26

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hart & Patterson Financial Group's MSFT Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its Microsoft (MSFT) stake by 2.7% in Q4 2024, selling an estimated $45.1K and leaving 3,759 shares worth $1.58M. The position accounts for 0.77% of the portfolio, ranked #33.

Hart & Patterson Financial Group first reported a position in MSFT in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.7M in Q2 2024. 5,860 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Hart & Patterson Financial Group held 3,759 shares of Microsoft worth $1.58M as of Q4 2024.
  • Hart & Patterson Financial Group sold 106 Microsoft shares in Q4 2024, an estimated $45.1K.
  • Microsoft made up 0.77% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #33 holding.
  • Hart & Patterson Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Microsoft position peaked at $1.7M in Q2 2024.
  • 5,860 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.