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Meru Capital Group’s Microsoft MSFT Stock Holding History

Meru Capital Group’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
2020
Q3 		$231K Buy
+1,100
New +$231K 0.75% 13
2018
Q2 		– Sell
-34,760
Closed -$3.17M – 10
2018
Q1 		$3.17M Buy
+34,760
New +$3.18M 10.09% 5
2016
Q2 		– Sell
-106,106
Closed -$5.86M – 47
2016
Q1 		$5.86M Sell
106,106
-46,894
-31% -$2.46M 1.9% 13
2015
Q4 		$8.49M Buy
+153,000
New +$8.05M 2.63% 13

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meru Capital Group's MSFT Position: Q3 2020 in Review

Meru Capital Group opened a new position in Microsoft (MSFT) in Q3 2020: 1,100 shares worth $231K. The stake represents 0.75% of the portfolio and ranks #13 among its holdings. This is a return to the name: Meru Capital Group previously reported a position in MSFT as recently as Q1 2018.

Meru Capital Group first reported a position in MSFT in Q4 2015 and has held it in 4 quarters since. The position peaked at $8.49M in Q4 2015. 3,590 funds tracked by Wall St. Rank hold MSFT as of Q3 2020.

  • Meru Capital Group held 1,100 shares of Microsoft worth $231K as of Q3 2020.
  • Microsoft was a new Meru Capital Group position in Q3 2020.
  • Microsoft made up 0.75% of Meru Capital Group's portfolio in Q3 2020, its #13 holding.
  • Meru Capital Group first reported a position in Microsoft in Q4 2015 and has held it in 4 quarters since.
  • Meru Capital Group's Microsoft position peaked at $8.49M in Q4 2015.
  • 3,590 funds tracked by Wall St. Rank held Microsoft as of Q3 2020.

Based on Meru Capital Group's 13F filing for Q3 2020, filed 13 Nov 2020.