JIP
MSFT icon

JBJ Investment Partners’s Microsoft MSFT Stock Holding History

JBJ Investment 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
2021
Q4 		$4.91M Sell
14,597
-1,173
-7% -$380K 1.01% 12
2021
Q3 		$4.45M Hold
15,770
– – 0.92% 13
2021
Q2 		$4.27M Sell
15,770
-500
-3% -$127K 0.88% 13
2021
Q1 		$3.84M Sell
16,270
-1,132
-7% -$263K 0.84% 13
2020
Q4 		$3.87M Buy
17,402
+549
+3% +$118K 0.88% 13
2020
Q3 		$3.54M Buy
16,853
+1,118
+7% +$235K 0.93% 13
2020
Q2 		$3.2M Buy
15,735
+3,323
+27% +$603K 0.92% 17
2020
Q1 		$1.96M Buy
12,412
+399
+3% +$65.6K 0.7% 17
2019
Q4 		$1.89M Buy
12,013
+200
+2% +$29.4K 0.58% 14
2019
Q3 		$1.64M Sell
11,813
-10
-0.1% -$1.38K 0.55% 14
2019
Q2 		$1.58M Buy
11,823
+272
+2% +$34.5K 0.57% 14
2019
Q1 		$1.36M Buy
+11,551
New +$1.26M 0.52% 15

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JBJ Investment Partners's MSFT Position: Q4 2021 in Review

JBJ Investment Partners reduced its Microsoft (MSFT) stake by 7.4% in Q4 2021, selling an estimated $380K and leaving 14,597 shares worth $4.91M. The position accounts for 1.01% of the portfolio, ranked #12.

JBJ Investment Partners first reported a position in MSFT in Q1 2019 and has held it in 12 quarters since. 4,542 funds tracked by Wall St. Rank hold MSFT as of Q4 2021.

  • JBJ Investment Partners held 14,597 shares of Microsoft worth $4.91M as of Q4 2021.
  • JBJ Investment Partners sold 1,173 Microsoft shares in Q4 2021, an estimated $380K.
  • Microsoft made up 1.01% of JBJ Investment Partners's portfolio in Q4 2021, its #12 holding.
  • JBJ Investment Partners first reported a position in Microsoft in Q1 2019 and has held it in 12 quarters since.
  • 4,542 funds tracked by Wall St. Rank held Microsoft as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.