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Lehman & Derafelo Financial Resources’s Microsoft MSFT Stock Holding History

Lehman & Derafelo Financial Resources’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 		$2.49M Buy
10,404
+374
+4% +$89.8K 0.74% 21
2022
Q3 		$2.34M Sell
10,030
-8
-0.1% -$2.11K 0.74% 23
2022
Q2 		$2.58M Sell
10,038
-637
-6% -$173K 0.8% 20
2022
Q1 		$3.29M Buy
10,675
+10
+0.1% +$3.01K 0.92% 17
2021
Q4 		$3.59M Sell
10,665
-461
-4% -$149K 1.08% 14
2021
Q3 		$3.14M Sell
11,126
-721
-6% -$210K 1.02% 17
2021
Q2 		$3.21M Buy
11,847
+47
+0.4% +$11.9K 0.88% 19
2021
Q1 		$2.78M Buy
11,800
+43
+0.4% +$9.98K 0.78% 22
2020
Q4 		$2.62M Sell
11,757
-100
-0.8% -$21.5K 0.78% 22
2020
Q3 		$2.49M Buy
11,857
+775
+7% +$163K 0.79% 19
2020
Q2 		$2.25M Sell
11,082
-398
-3% -$72.2K 0.79% 23
2020
Q1 		$1.81M Buy
11,480
+2,365
+26% +$389K 0.75% 26
2019
Q4 		$1.44M Buy
9,115
+747
+9% +$110K 0.52% 38
2019
Q3 		$1.16M Buy
8,368
+3,556
+74% +$489K 0.44% 40
2019
Q2 		$660K Buy
4,812
+102
+2% +$12.9K 0.27% 53
2019
Q1 		$556K Hold
4,710
– – 0.24% 55
2018
Q4 		$478K Buy
+4,710
New +$505K 0.24% 54

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

Lehman & Derafelo Financial Resources's MSFT Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Microsoft (MSFT) stake by 3.7% in Q4 2022, buying an estimated $89.8K and bringing the position to 10,404 shares worth $2.49M. The position accounts for 0.74% of the portfolio, ranked #21.

Lehman & Derafelo Financial Resources first reported a position in MSFT in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.59M in Q4 2021. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 10,404 shares of Microsoft worth $2.49M as of Q4 2022.
  • Lehman & Derafelo Financial Resources bought 374 Microsoft shares in Q4 2022, an estimated $89.8K.
  • Microsoft made up 0.74% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #21 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Microsoft in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Microsoft position peaked at $3.59M in Q4 2021.
  • 4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.