Lehman Financial Resources’s Microsoft MSFT Stock Holding History

Lehman 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
2018 Q3	$554K	Buy	4,850 +1,300	+37%	+$141K	0.26%	52
2018 Q2	$350K	Hold	3,550	–	–	0.18%	59
2018 Q1	$324K	Sell	3,550 -200	-5%	-$18.3K	0.17%	58
2017 Q4	$320K	Buy	3,750 +590	+19%	+$48.4K	0.17%	58
2017 Q3	$235K	Hold	3,160	–	–	0.12%	62
2017 Q2	$216K	Hold	3,160	–	–	0.12%	57
2017 Q1	$208K	Buy	+3,160	New	+$203K	0.12%	57
2015 Q4	–	Sell	-1,803	Closed	-$79K	–	234
2015 Q3	$79K	Sell	1,803 -500	-22%	-$22.5K	0.04%	110
2015 Q2	$101K	Sell	2,303 -20,172	-90%	-$920K	0.05%	98
2015 Q1	$914K	Buy	22,475 +802	+4%	+$34.9K	0.42%	34
2014 Q4	$1.01M	Sell	21,673 -521	-2%	-$24.5K	0.49%	34
2014 Q3	$1.03M	Hold	22,194	–	–	0.54%	33
2014 Q2	$925K	Sell	22,194 -100	-0.4%	-$4.05K	0.44%	38
2014 Q1	$914K	Sell	22,294 -798	-3%	-$30K	0.47%	35
2013 Q4	$864K	Buy	23,092 +2,982	+15%	+$108K	0.53%	34
2013 Q3	$669K	Sell	20,110 -111,536	-85%	-$3.67M	0.43%	38
2013 Q2	$4.55M	Buy	+131,646	New	+$4.31M	3.08%	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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Lehman Financial Resources's MSFT Position: Q3 2018 in Review

Lehman Financial Resources increased its Microsoft (MSFT) stake by 37% in Q3 2018, buying an estimated $141K and bringing the position to 4,850 shares worth $554K. The position accounts for 0.26% of the portfolio, ranked #52.

Lehman Financial Resources first reported a position in MSFT in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.55M in Q2 2013. 2,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2018.

Lehman Financial Resources held 4,850 shares of Microsoft worth $554K as of Q3 2018.
Lehman Financial Resources bought 1,300 Microsoft shares in Q3 2018, an estimated $141K.
Microsoft made up 0.26% of Lehman Financial Resources's portfolio in Q3 2018, its #52 holding.
Lehman Financial Resources first reported a position in Microsoft in Q2 2013 and has held it in 17 quarters since.
Lehman Financial Resources's Microsoft position peaked at $4.55M in Q2 2013.
2,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.