Kades & Cheifetz’s Microsoft MSFT Stock Holding History

Kades & Cheifetz’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 Q4	$2.02M	Sell	4,802 -554	-10%	-$236K	1.04%	30
2024 Q3	$2.3M	Buy	5,356 +5	+0.1%	+$2.14K	1.32%	19
2024 Q2	$2.39M	Sell	5,351 -26	-0.5%	-$11K	1.5%	17
2024 Q1	$2.26M	Sell	5,377 -47	-0.9%	-$19K	1.45%	20
2023 Q4	$2.04M	Sell	5,424 -175	-3%	-$62.3K	1.45%	19
2023 Q3	$1.77M	Buy	5,599 +32	+0.6%	+$10.6K	1.4%	21
2023 Q2	$1.9M	Sell	5,567 -7	-0.1%	-$2.19K	1.45%	20
2023 Q1	$1.61M	Sell	5,574 -43	-0.8%	-$11K	1.27%	23
2022 Q4	$1.35M	Buy	+5,617	New	+$1.35M	1.13%	23

Other funds holding MSFT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Kades & Cheifetz's MSFT Position: Q4 2024 in Review

Kades & Cheifetz reduced its Microsoft (MSFT) stake by 10% in Q4 2024, selling an estimated $236K and leaving 4,802 shares worth $2.02M. The position accounts for 1.04% of the portfolio, ranked #30.

Kades & Cheifetz first reported a position in MSFT in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.39M in Q2 2024. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

Kades & Cheifetz held 4,802 shares of Microsoft worth $2.02M as of Q4 2024.
Kades & Cheifetz sold 554 Microsoft shares in Q4 2024, an estimated $236K.
Microsoft made up 1.04% of Kades & Cheifetz's portfolio in Q4 2024, its #30 holding.
Kades & Cheifetz first reported a position in Microsoft in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Microsoft position peaked at $2.39M in Q2 2024.
5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.