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Lloyd Park’s Microsoft MSFT Stock Holding History

Lloyd Park’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
Q3 		$1.39M Buy
5,964
+5
+0.1% +$1.32K 1.71% 15
2022
Q2 		$1.53M Buy
5,959
+745
+14% +$202K 1.6% 14
2022
Q1 		$1.61M Buy
5,214
+253
+5% +$76.1K 1.77% 16
2021
Q4 		$1.67M Buy
+4,961
New +$1.61M 0.93% 21

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lloyd Park's MSFT Position: Q3 2022 in Review

Lloyd Park increased its Microsoft (MSFT) stake by 0.08% in Q3 2022, buying an estimated $1.32K and bringing the position to 5,964 shares worth $1.39M. The position accounts for 1.71% of the portfolio, ranked #15.

Lloyd Park first reported a position in MSFT in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.67M in Q4 2021. 4,503 funds tracked by Wall St. Rank hold MSFT as of Q3 2022.

  • Lloyd Park held 5,964 shares of Microsoft worth $1.39M as of Q3 2022.
  • Lloyd Park bought 5 Microsoft shares in Q3 2022, an estimated $1.32K.
  • Microsoft made up 1.71% of Lloyd Park's portfolio in Q3 2022, its #15 holding.
  • Lloyd Park first reported a position in Microsoft in Q4 2021 and has held it in 4 quarters since.
  • Lloyd Park's Microsoft position peaked at $1.67M in Q4 2021.
  • 4,503 funds tracked by Wall St. Rank held Microsoft as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.