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Karp Capital Management’s Microsoft MSFT Stock Holding History

Karp Capital 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
2022
Q4 		– Sell
-21,721
Closed -$5.06M – 76
2022
Q3 		$5.06M Sell
21,721
-1,033
-5% -$273K 1.03% 37
2022
Q2 		$5.84M Sell
22,754
-1,654
-7% -$449K 1.03% 34
2022
Q1 		$7.53M Sell
24,408
-12,140
-33% -$3.65M 1.1% 39
2021
Q4 		$12.3M Buy
36,548
+1,200
+3% +$389K 1.54% 21
2021
Q3 		$9.96M Buy
35,348
+599
+2% +$174K 1.4% 25
2021
Q2 		$9.41M Buy
34,749
+1,721
+5% +$437K 1.39% 23
2021
Q1 		$7.79M Buy
33,028
+1,926
+6% +$447K 1.41% 26
2020
Q4 		$6.92M Buy
31,102
+1,990
+7% +$428K 1.42% 28
2020
Q3 		$6.12M Buy
29,112
+544
+2% +$114K 1.5% 26
2020
Q2 		$5.81M Buy
28,568
+979
+4% +$178K 1.61% 23
2020
Q1 		$4.35M Buy
27,589
+1,372
+5% +$226K 1.43% 32
2019
Q4 		$4.13M Buy
26,217
+673
+3% +$98.9K 1.09% 41
2019
Q3 		$3.55M Buy
25,544
+40
+0.2% +$5.5K 1.03% 43
2019
Q2 		$3.42M Buy
25,504
+1,281
+5% +$163K 1.08% 41
2019
Q1 		$2.86M Buy
24,223
+17,916
+284% +$1.95M 1.02% 42
2018
Q4 		$641K Buy
6,307
+1,453
+30% +$156K 0.31% 71
2018
Q3 		$555K Buy
4,854
+335
+7% +$36.3K 0.19% 98
2018
Q2 		$446K Buy
4,519
+398
+10% +$38.6K 0.18% 96
2018
Q1 		$376K Buy
4,121
+1,382
+50% +$126K 0.15% 103
2017
Q4 		$234K Sell
2,739
-910
-25% -$74.6K 0.1% 110
2017
Q3 		$272K Hold
3,649
– – 0.13% 100
2017
Q2 		$252K Buy
+3,649
New +$250K 0.12% 95
2015
Q4 		– Sell
-3,476
Closed -$154K – 220
2015
Q3 		$154K Buy
3,476
+2,068
+147% +$92.9K 0.11% 103
2015
Q2 		$62K Hold
1,408
– – 0.04% 155
2015
Q1 		$57K Sell
1,408
-38,155
-96% -$1.66M 0.04% 161
2014
Q4 		$1.84M Buy
+39,563
New +$1.86M 1.34% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Karp Capital Management's MSFT Position: Q4 2022 in Review

Karp Capital Management sold out of Microsoft (MSFT) in Q4 2022, closing a stake of 21,721 shares — an estimated $5.06M sold.

Karp Capital Management first reported a position in MSFT in Q4 2014 and held it in 26 quarters. The position peaked at $12.3M in Q4 2021. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

  • Karp Capital Management reported no remaining Microsoft position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 21,721 Microsoft shares in Q4 2022, an estimated $5.06M.
  • Karp Capital Management first reported a position in Microsoft in Q4 2014 and held it in 26 quarters.
  • Karp Capital Management's Microsoft position peaked at $12.3M in Q4 2021.
  • 4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.