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Insight Capital Research & Management’s Microsoft MSFT Stock Holding History

Insight Capital Research & Management’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
2017
Q3 		$4.7M Buy
63,098
+4,815
+8% +$352K 2.65% 3
2017
Q2 		$4.02M Buy
58,283
+4,823
+9% +$331K 2.36% 3
2017
Q1 		$3.52M Sell
53,460
-39,799
-43% -$2.55M 1.98% 16
2016
Q4 		$5.79M Buy
93,259
+39,399
+73% +$2.37M 3.08% 1
2016
Q3 		$3.1M Sell
53,860
-6,467
-11% -$365K 1.38% 27
2016
Q2 		$3.09M Sell
60,327
-26,489
-31% -$1.38M 1.08% 36
2016
Q1 		$4.79M Buy
86,816
+10,632
+14% +$557K 1.48% 23
2015
Q4 		$4.23M Buy
+76,184
New +$4.01M 1.23% 31
2015
Q1 		– Sell
-188,601
Closed -$8.76M – 132
2014
Q4 		$8.76M Sell
188,601
-22,031
-10% -$1.03M 2.25% 3
2014
Q3 		$9.77M Buy
210,632
+17,437
+9% +$778K 2.55% 1
2014
Q2 		$8.06M Sell
193,195
-2,167
-1% -$87.7K 1.84% 11
2014
Q1 		$8.01M Buy
195,362
+138,712
+245% +$5.21M 1.85% 8
2013
Q4 		$2.12M Sell
56,650
-867
-2% -$31.5K 0.48% 78
2013
Q3 		$2.04M Buy
57,517
+3,832
+7% +$126K 0.49% 67
2013
Q2 		$1.85M Buy
+53,685
New +$1.76M 0.48% 76

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Insight Capital Research & Management's MSFT Position: Q3 2017 in Review

Insight Capital Research & Management increased its Microsoft (MSFT) stake by 8.3% in Q3 2017, buying an estimated $352K and bringing the position to 63,098 shares worth $4.7M. The position accounts for 2.65% of the portfolio, ranked #3.

Insight Capital Research & Management first reported a position in MSFT in Q2 2013 and has held it in 15 quarters since. The position peaked at $9.77M in Q3 2014. 2,484 funds tracked by Wall St. Rank hold MSFT as of Q3 2017.

  • Insight Capital Research & Management held 63,098 shares of Microsoft worth $4.7M as of Q3 2017.
  • Insight Capital Research & Management bought 4,815 Microsoft shares in Q3 2017, an estimated $352K.
  • Microsoft made up 2.65% of Insight Capital Research & Management's portfolio in Q3 2017, its #3 holding.
  • Insight Capital Research & Management first reported a position in Microsoft in Q2 2013 and has held it in 15 quarters since.
  • Insight Capital Research & Management's Microsoft position peaked at $9.77M in Q3 2014.
  • 2,484 funds tracked by Wall St. Rank held Microsoft as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.