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Hochman Cole Investment Advisors’s Microsoft MSFT Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$332K Sell
1,176
-22
-2% -$6.4K 0.13% 97
2021
Q2 		$325K Buy
1,198
+17
+1% +$4.32K 0.13% 97
2021
Q1 		$279K Buy
1,181
+1
+0.1% +$232 0.12% 103
2020
Q4 		$263K Buy
1,180
+15
+1% +$3.23K 0.11% 105
2020
Q3 		$245K Sell
1,165
-67
-5% -$14.1K 0.12% 101
2020
Q2 		$251K Sell
1,232
-43
-3% -$7.81K 0.14% 91
2020
Q1 		$201K Buy
+1,275
New +$210K 0.14% 99

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hochman Cole Investment Advisors's MSFT Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Microsoft (MSFT) stake by 1.8% in Q3 2021, selling an estimated $6.4K and leaving 1,176 shares worth $332K. The position accounts for 0.13% of the portfolio, ranked #97.

Hochman Cole Investment Advisors first reported a position in MSFT in Q1 2020 and has held it in 7 quarters since. 4,025 funds tracked by Wall St. Rank hold MSFT as of Q3 2021.

  • Hochman Cole Investment Advisors held 1,176 shares of Microsoft worth $332K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 22 Microsoft shares in Q3 2021, an estimated $6.4K.
  • Microsoft made up 0.13% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #97 holding.
  • Hochman Cole Investment Advisors first reported a position in Microsoft in Q1 2020 and has held it in 7 quarters since.
  • 4,025 funds tracked by Wall St. Rank held Microsoft as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.