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KLR Investment Advisors’s Microsoft MSFT Stock Holding History

KLR Investment Advisors’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
Q1 		$3.9M Buy
9,719
+39
+0.4% +$15.8K 2.82% 5
2023
Q4 		$3.64M Buy
9,680
+312
+3% +$111K 2.63% 5
2023
Q3 		$2.7M Sell
9,368
-37
-0.4% -$12.2K 2.45% 4
2023
Q2 		$3.2M Sell
9,405
-33
-0.3% -$10.3K 2.64% 4
2023
Q1 		$2.72M Sell
9,438
-588
-6% -$150K 2.39% 4
2022
Q4 		$2.4M Buy
+10,026
New +$2.41M 1.98% 8

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

KLR Investment Advisors's MSFT Position: Q1 2024 in Review

KLR Investment Advisors increased its Microsoft (MSFT) stake by 0.4% in Q1 2024, buying an estimated $15.8K and bringing the position to 9,719 shares worth $3.9M. The position accounts for 2.82% of the portfolio, ranked #5.

KLR Investment Advisors first reported a position in MSFT in Q4 2022 and has held it in 6 quarters since. 5,225 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

  • KLR Investment Advisors held 9,719 shares of Microsoft worth $3.9M as of Q1 2024.
  • KLR Investment Advisors bought 39 Microsoft shares in Q1 2024, an estimated $15.8K.
  • Microsoft made up 2.82% of KLR Investment Advisors's portfolio in Q1 2024, its #5 holding.
  • KLR Investment Advisors first reported a position in Microsoft in Q4 2022 and has held it in 6 quarters since.
  • 5,225 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.