Lyon Street Capital’s Microsoft MSFT Stock Holding History

Lyon Street Capital’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 Q1	$1.36M	Sell	4,400 -733	-14%	-$221K	2.02%	5
2021 Q4	$1.73M	Buy	+5,133	New	+$1.66M	1.72%	3
2020 Q3	$1.14M	Buy	5,441 +226	+4%	+$47.5K	3.41%	2
2020 Q2	$1.06M	Sell	5,215 -7,785	-60%	-$1.41M	2.13%	12
2020 Q1	$2.05M	Buy	13,000 +5,000	+63%	+$822K	3.26%	4
2019 Q4	$1.26M	Sell	8,000 -572	-7%	-$84K	2.15%	17
2019 Q3	$1.19M	Sell	8,572 -3,500	-29%	-$481K	2.19%	14
2019 Q2	$1.62M	Buy	12,072 +4,500	+59%	+$571K	2.75%	7
2019 Q1	$893K	Sell	7,572 -2,428	-24%	-$265K	2.75%	12
2018 Q4	$1.02M	Buy	+10,000	New	+$1.07M	1.02%	39

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lyon Street Capital's MSFT Position: Q1 2022 in Review

Lyon Street Capital reduced its Microsoft (MSFT) stake by 14% in Q1 2022, selling an estimated $221K and leaving 4,400 shares worth $1.36M. The position accounts for 2.02% of the portfolio, ranked #5.

Lyon Street Capital first reported a position in MSFT in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.05M in Q1 2020. 4,539 funds tracked by Wall St. Rank hold MSFT as of Q1 2022.

Lyon Street Capital held 4,400 shares of Microsoft worth $1.36M as of Q1 2022.
Lyon Street Capital sold 733 Microsoft shares in Q1 2022, an estimated $221K.
Microsoft made up 2.02% of Lyon Street Capital's portfolio in Q1 2022, its #5 holding.
Lyon Street Capital first reported a position in Microsoft in Q4 2018 and has held it in 10 quarters since.
Lyon Street Capital's Microsoft position peaked at $2.05M in Q1 2020.
4,539 funds tracked by Wall St. Rank held Microsoft as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.