MD Financial Management
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MD Financial Management’s Microsoft MSFT Stock Holding History

MD Financial Management’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
2021
Q4 		$34.7M Buy
103,268
+4,362
+4% +$1.41M 0.84% 39
2021
Q3 		$27.9M Sell
98,906
-5,315
-5% -$1.55M 0.71% 42
2021
Q2 		$28.2M Sell
104,221
-59,228
-36% -$15.1M 0.81% 38
2021
Q1 		$38.5M Buy
163,449
+163,067
+42,688% +$37.8M 1.12% 27
2020
Q4 		$85K Buy
+382
New +$82.1K ﹤0.01% 56

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MD Financial Management's MSFT Position: Q4 2021 in Review

MD Financial Management increased its Microsoft (MSFT) stake by 4.4% in Q4 2021, buying an estimated $1.41M and bringing the position to 103,268 shares worth $34.7M. The position accounts for 0.84% of the portfolio, ranked #39.

MD Financial Management first reported a position in MSFT in Q4 2020 and has held it in 5 quarters since. The position peaked at $38.5M in Q1 2021. 4,548 funds tracked by Wall St. Rank hold MSFT as of Q4 2021.

  • MD Financial Management held 103,268 shares of Microsoft worth $34.7M as of Q4 2021.
  • MD Financial Management bought 4,362 Microsoft shares in Q4 2021, an estimated $1.41M.
  • Microsoft made up 0.84% of MD Financial Management's portfolio in Q4 2021, its #39 holding.
  • MD Financial Management first reported a position in Microsoft in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Microsoft position peaked at $38.5M in Q1 2021.
  • 4,548 funds tracked by Wall St. Rank held Microsoft as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.