Hyperion Partners’s Microsoft MSFT Stock Holding History

Hyperion Partners’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	$1.42M	Sell	3,291 -14	-0.4%	-$5.99K	0.9%	17
2024 Q2	$1.48M	Sell	3,305 -121	-4%	-$51.1K	1.05%	17
2024 Q1	$1.44M	Buy	3,426 +525	+18%	+$213K	1.06%	16
2023 Q4	$1.09M	Sell	2,901 -367	-11%	-$131K	0.86%	17
2023 Q3	$1.03M	Buy	3,268 +195	+6%	+$64.4K	0.89%	17
2023 Q2	$1.05M	Sell	3,073 -13	-0.4%	-$4.07K	0.88%	17
2023 Q1	$890K	Buy	3,086 +400	+15%	+$102K	0.8%	17
2022 Q4	$644K	Buy	+2,686	New	+$645K	0.62%	19

Other funds holding MSFT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Hyperion Partners's MSFT Position: Q3 2024 in Review

Hyperion Partners reduced its Microsoft (MSFT) stake by 0.42% in Q3 2024, selling an estimated $5.99K and leaving 3,291 shares worth $1.42M. The position accounts for 0.9% of the portfolio, ranked #17.

Hyperion Partners first reported a position in MSFT in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.48M in Q2 2024. 5,293 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

Hyperion Partners held 3,291 shares of Microsoft worth $1.42M as of Q3 2024.
Hyperion Partners sold 14 Microsoft shares in Q3 2024, an estimated $5.99K.
Microsoft made up 0.9% of Hyperion Partners's portfolio in Q3 2024, its #17 holding.
Hyperion Partners first reported a position in Microsoft in Q4 2022 and has held it in 8 quarters since.
Hyperion Partners's Microsoft position peaked at $1.48M in Q2 2024.
5,293 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.