Hershey Trust Company’s Microsoft MSFT Stock Holding History

Hershey Trust 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
2023 Q1	–	Sell	-2,272	Closed	-$545K	–	7
2022 Q4	$545K	Hold	2,272	–	–	﹤0.01%	6
2022 Q3	$529K	Hold	2,272	–	–	﹤0.01%	10
2022 Q2	$584K	Hold	2,272	–	–	﹤0.01%	18
2022 Q1	$700K	Hold	2,272	–	–	0.01%	21
2021 Q4	$764K	Hold	2,272	–	–	0.01%	23
2021 Q3	$641K	Hold	2,272	–	–	0.01%	20
2021 Q2	$615K	Hold	2,272	–	–	0.01%	17
2021 Q1	$536K	Hold	2,272	–	–	0.01%	18
2020 Q4	$505K	Hold	2,272	–	–	0.01%	16
2020 Q3	$478K	Buy	+2,272	New	+$477K	0.01%	11
2019 Q1	–	Sell	-5,458	Closed	-$554K	–	22
2018 Q4	$554K	Buy	+5,458	New	+$585K	0.01%	9

Other funds holding MSFT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hershey Trust Company's MSFT Position: Q1 2023 in Review

Hershey Trust Company sold out of Microsoft (MSFT) in Q1 2023, closing a stake of 2,272 shares — an estimated $545K sold.

Hershey Trust Company first reported a position in MSFT in Q4 2018 and held it in 11 quarters. The position peaked at $764K in Q4 2021. 4,709 funds tracked by Wall St. Rank hold MSFT as of Q1 2023.

Hershey Trust Company reported no remaining Microsoft position as of Q1 2023 after selling out during the quarter.
Hershey Trust Company sold 2,272 Microsoft shares in Q1 2023, an estimated $545K.
Hershey Trust Company first reported a position in Microsoft in Q4 2018 and held it in 11 quarters.
Hershey Trust Company's Microsoft position peaked at $764K in Q4 2021.
4,709 funds tracked by Wall St. Rank held Microsoft as of Q1 2023.

Based on Hershey Trust Company's 13F filing for Q1 2023, filed 12 May 2023.