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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
2020
Q4 		– Sell
-10,000
Closed -$2.1M – 252
2020
Q3 		$2.1M Buy
+10,000
New +$2.1M 0.67% 25

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.