Lane Generational’s Microsoft MSFT Stock Holding History

Lane Generational’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 Q2	–	Sell	-17,443	Closed	-$5.03M	–	33
2023 Q1	$5.03M	Sell	17,443 -662	-4%	-$169K	6.36%	5
2022 Q4	$4.34M	Buy	18,105 +44	+0.2%	+$10.6K	6.28%	5
2022 Q3	$4.21M	Sell	18,061 -148	-0.8%	-$39.1K	5.96%	5
2022 Q2	$4.68M	Sell	18,209 -1,303	-7%	-$354K	6.25%	4
2022 Q1	$6.02M	Buy	19,512 +501	+3%	+$151K	5.54%	6
2021 Q4	$6.39M	Buy	+19,011	New	+$6.16M	5.5%	4

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

Lane Generational's MSFT Position: Q2 2023 in Review

Lane Generational sold out of Microsoft (MSFT) in Q2 2023, closing a stake of 17,443 shares — an estimated $5.03M sold.

Lane Generational first reported a position in MSFT in Q4 2021 and held it in 6 quarters. The position peaked at $6.39M in Q4 2021. 4,805 funds tracked by Wall St. Rank hold MSFT as of Q2 2023.

Lane Generational reported no remaining Microsoft position as of Q2 2023 after selling out during the quarter.
Lane Generational sold 17,443 Microsoft shares in Q2 2023, an estimated $5.03M.
Lane Generational first reported a position in Microsoft in Q4 2021 and held it in 6 quarters.
Lane Generational's Microsoft position peaked at $6.39M in Q4 2021.
4,805 funds tracked by Wall St. Rank held Microsoft as of Q2 2023.

Based on Lane Generational's 13F filing for Q2 2023, filed 7 Aug 2023.