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Investors Financial Group’s Microsoft MSFT Stock Holding History

Investors 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
2022
Q1 		– Sell
-10,410
Closed -$3.5M – 114
2021
Q4 		$3.5M Sell
10,410
-130
-1% -$42.1K 1.63% 12
2021
Q3 		$2.97M Sell
10,540
-280
-3% -$81.5K 1.57% 11
2021
Q2 		$2.93M Buy
10,820
+32
+0.3% +$8.13K 1.57% 10
2021
Q1 		$2.54M Buy
10,788
+754
+8% +$175K 1.49% 11
2020
Q4 		$2.23M Buy
10,034
+641
+7% +$138K 1.47% 13
2020
Q3 		$1.98M Buy
9,393
+196
+2% +$41.2K 1.48% 15
2020
Q2 		$1.87M Buy
9,197
+1,087
+13% +$197K 1.54% 14
2020
Q1 		$1.28M Buy
8,110
+429
+6% +$70.5K 1.29% 21
2019
Q4 		$1.21M Buy
+7,681
New +$1.13M 0.99% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Investors Financial Group's MSFT Position: Q1 2022 in Review

Investors Financial Group sold out of Microsoft (MSFT) in Q1 2022, closing a stake of 10,410 shares — an estimated $3.5M sold.

Investors Financial Group first reported a position in MSFT in Q4 2019 and held it in 9 quarters. The position peaked at $3.5M in Q4 2021. 4,539 funds tracked by Wall St. Rank hold MSFT as of Q1 2022.

  • Investors Financial Group reported no remaining Microsoft position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 10,410 Microsoft shares in Q1 2022, an estimated $3.5M.
  • Investors Financial Group first reported a position in Microsoft in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Microsoft position peaked at $3.5M in Q4 2021.
  • 4,539 funds tracked by Wall St. Rank held Microsoft as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.