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Meitav Investment House’s Microsoft MSFT Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-375,218
Closed -$141M – 313
2023
Q4 		$141M Sell
375,218
-69,223
-16% -$24.6M 2.07% 12
2023
Q3 		$140M Buy
444,441
+81,240
+22% +$26.8M 2.27% 9
2023
Q2 		$122M Sell
363,201
-24,328
-6% -$7.62M 1.96% 11
2023
Q1 		$115M Sell
387,529
-121,932
-24% -$31.1M 1.98% 7
2022
Q4 		$123M Sell
509,461
-110,456
-18% -$26.5M 2.11% 7
2022
Q3 		$147M Sell
619,917
-72,092
-10% -$19M 2.59% 7
2022
Q2 		$177M Buy
692,009
+37,295
+6% +$10.1M 3.03% 6
2022
Q1 		$201M Buy
654,714
+39,571
+6% +$11.9M 2.99% 6
2021
Q4 		$207M Buy
615,143
+65,776
+12% +$21.3M 3.38% 3
2021
Q3 		$155M Buy
549,367
+202,672
+58% +$59M 2.54% 5
2021
Q2 		$93.9M Buy
346,695
+19,983
+6% +$5.08M 2.4% 6
2021
Q1 		$77K Buy
326,712
+35,115
+12% +$8.15M 2.16% 4
2020
Q4 		$64.8M Buy
291,597
+43,795
+18% +$9.42M 2.54% 1
2020
Q3 		$52.1M Buy
247,802
+54,824
+28% +$11.5M 2.58% 3
2020
Q2 		$39.2M Sell
192,978
-2,058
-1% -$374K 2.35% 5
2020
Q1 		$30.8M Buy
195,036
+154,240
+378% +$25.4M 2.3% 6
2019
Q4 		$6.43M Sell
40,796
-5,794
-12% -$851K 0.47% 38
2019
Q3 		$6.49M Sell
46,590
-128
-0.3% -$17.6K 0.47% 36
2019
Q2 		$6.25M Sell
46,718
-169,257
-78% -$21.5M 0.42% 48
2019
Q1 		$25.4M Sell
215,975
-66,803
-24% -$7.29M 1.43% 18
2018
Q4 		$28.3M Sell
282,778
-54,808
-16% -$5.87M 1.75% 12
2018
Q3 		$38.6M Buy
337,586
+14,437
+4% +$1.57M 1.88% 10
2018
Q2 		$32.8M Buy
323,149
+68,976
+27% +$6.69M 1.46% 18
2018
Q1 		$23.2M Buy
254,173
+22,462
+10% +$2.05M 1.18% 28
2017
Q4 		$19.8M Buy
+231,711
New +$19M 1.16% 31

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Meitav Investment House's MSFT Position: Q1 2024 in Review

Meitav Investment House sold out of Microsoft (MSFT) in Q1 2024, closing a stake of 375,218 shares — an estimated $141M sold.

Meitav Investment House first reported a position in MSFT in Q4 2017 and held it in 25 quarters. The position peaked at $207M in Q4 2021. 5,226 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

  • Meitav Investment House reported no remaining Microsoft position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 375,218 Microsoft shares in Q1 2024, an estimated $141M.
  • Meitav Investment House first reported a position in Microsoft in Q4 2017 and held it in 25 quarters.
  • Meitav Investment House's Microsoft position peaked at $207M in Q4 2021.
  • 5,226 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.