Kopp Investment Advisors’s Microsoft MSFT Stock Holding History

Kopp 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
2019 Q3	$230K	Sell	1,655 -213	-11%	-$29.3K	0.42%	42
2019 Q2	$250K	Sell	1,868 -1,151	-38%	-$146K	0.28%	43
2019 Q1	$356K	Sell	3,019 -179	-6%	-$19.5K	0.29%	43
2018 Q4	$325K	Buy	3,198 +403	+14%	+$43.2K	0.32%	48
2018 Q3	$320K	Buy	2,795 +141	+5%	+$15.3K	0.27%	49
2018 Q2	$262K	Buy	2,654 +34	+1%	+$3.29K	0.25%	52
2018 Q1	$239K	Buy	2,620 +115	+5%	+$10.5K	0.24%	61
2017 Q4	$214K	Buy	+2,505	New	+$205K	0.21%	63

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kopp Investment Advisors's MSFT Position: Q3 2019 in Review

Kopp Investment Advisors reduced its Microsoft (MSFT) stake by 11% in Q3 2019, selling an estimated $29.3K and leaving 1,655 shares worth $230K. The position accounts for 0.42% of the portfolio, ranked #42.

Kopp Investment Advisors first reported a position in MSFT in Q4 2017 and has held it in 8 quarters since. The position peaked at $356K in Q1 2019. 3,130 funds tracked by Wall St. Rank hold MSFT as of Q3 2019.

Kopp Investment Advisors held 1,655 shares of Microsoft worth $230K as of Q3 2019.
Kopp Investment Advisors sold 213 Microsoft shares in Q3 2019, an estimated $29.3K.
Microsoft made up 0.42% of Kopp Investment Advisors's portfolio in Q3 2019, its #42 holding.
Kopp Investment Advisors first reported a position in Microsoft in Q4 2017 and has held it in 8 quarters since.
Kopp Investment Advisors's Microsoft position peaked at $356K in Q1 2019.
3,130 funds tracked by Wall St. Rank held Microsoft as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.