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Marvin & Palmer Associates’s Microsoft MSFT Stock Holding History

Marvin & Palmer Associates’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
2024
Q3 		– Sell
-7,308
Closed -$5.06M – 41
2024
Q2 		$5.06M Sell
7,308
-4,709
-39% -$1.99M 5.18% 5
2024
Q1 		$5.06M Sell
12,017
-259
-2% -$105K 5.01% 4
2023
Q4 		$4.62M Sell
12,276
-11,304
-48% -$4.02M 5.15% 1
2023
Q3 		$7.45M Sell
23,580
-4,350
-16% -$1.44M 4.83% 12
2023
Q2 		$9.51M Buy
+27,930
New +$8.75M 4.29% 12
2022
Q1 		– Sell
-26,712
Closed -$8.98M – 39
2021
Q4 		$8.98M Sell
26,712
-4,815
-15% -$1.56M 3.84% 13
2021
Q3 		$8.89M Buy
+31,527
New +$9.17M 3.6% 20
2020
Q4 		– Sell
-42,626
Closed -$8.97M – 36
2020
Q3 		$8.97M Buy
42,626
+373
+0.9% +$78.3K 4.73% 4
2020
Q2 		$8.6M Buy
42,253
+5,772
+16% +$1.05M 5.19% 3
2020
Q1 		$5.75M Sell
36,481
-21,226
-37% -$3.49M 5.5% 2
2019
Q4 		$9.1M Sell
57,707
-1,164
-2% -$171K 5.36% 1
2019
Q3 		$8.19M Sell
58,871
-2,577
-4% -$354K 5.38% 2
2019
Q2 		$8.23M Buy
61,448
+3,581
+6% +$455K 5.46% 1
2019
Q1 		$6.83M Hold
57,867
– – 5.32% 3
2018
Q4 		$5.88M Buy
57,867
+6,157
+12% +$660K 5.06% 4
2018
Q3 		$5.91M Buy
+51,710
New +$5.61M 4.48% 9

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Marvin & Palmer Associates's MSFT Position: Q3 2024 in Review

Marvin & Palmer Associates sold out of Microsoft (MSFT) in Q3 2024, closing a stake of 7,308 shares — an estimated $5.06M sold.

Marvin & Palmer Associates first reported a position in MSFT in Q3 2018 and held it in 16 quarters. The position peaked at $9.51M in Q2 2023. 5,285 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

  • Marvin & Palmer Associates reported no remaining Microsoft position as of Q3 2024 after selling out during the quarter.
  • Marvin & Palmer Associates sold 7,308 Microsoft shares in Q3 2024, an estimated $5.06M.
  • Marvin & Palmer Associates first reported a position in Microsoft in Q3 2018 and held it in 16 quarters.
  • Marvin & Palmer Associates's Microsoft position peaked at $9.51M in Q2 2023.
  • 5,285 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Marvin & Palmer Associates's 13F filing for Q3 2024, filed 13 Nov 2024.