KB Financial Partners’s Microsoft MSFT Stock Holding History

KB Financial 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
2023 Q3	$2.72M	Sell	8,602 -28	-0.3%	-$9.25K	0.78%	14
2023 Q2	$2.94M	Buy	8,630 +527	+7%	+$165K	0.81%	14
2023 Q1	$2.34M	Buy	8,103 +871	+12%	+$222K	0.69%	13
2022 Q4	$1.73M	Sell	7,232 -661	-8%	-$159K	0.59%	16
2022 Q3	$1.84M	Buy	7,893 +579	+8%	+$153K	0.66%	11
2022 Q2	$1.88M	Sell	7,314 -568	-7%	-$154K	0.65%	10
2022 Q1	$2.43M	Buy	7,882 +734	+10%	+$221K	0.67%	11
2021 Q4	$2.4M	Buy	7,148 +35	+0.5%	+$11.3K	0.69%	10
2021 Q3	$2M	Buy	7,113 +68	+1%	+$19.8K	0.73%	12
2021 Q2	$1.91M	Sell	7,045 -75	-1%	-$19.1K	0.72%	11
2021 Q1	$1.68M	Buy	+7,120	New	+$1.65M	0.71%	14

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KB Financial Partners's MSFT Position: Q3 2023 in Review

KB Financial Partners reduced its Microsoft (MSFT) stake by 0.32% in Q3 2023, selling an estimated $9.25K and leaving 8,602 shares worth $2.72M. The position accounts for 0.78% of the portfolio, ranked #14.

KB Financial Partners first reported a position in MSFT in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.94M in Q2 2023. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

KB Financial Partners held 8,602 shares of Microsoft worth $2.72M as of Q3 2023.
KB Financial Partners sold 28 Microsoft shares in Q3 2023, an estimated $9.25K.
Microsoft made up 0.78% of KB Financial Partners's portfolio in Q3 2023, its #14 holding.
KB Financial Partners first reported a position in Microsoft in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Microsoft position peaked at $2.94M in Q2 2023.
4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.