Monumental Financial Group’s Microsoft MSFT Stock Holding History

Monumental Financial 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
2024 Q3	$1.3M	Sell	3,017 -310	-9%	-$133K	0.48%	20
2024 Q2	$1.49M	Sell	3,327 -454	-12%	-$192K	0.65%	19
2024 Q1	$1.59M	Sell	3,781 -146	-4%	-$59.1K	0.85%	18
2023 Q4	$1.48M	Sell	3,927 -125	-3%	-$44.5K	0.88%	18
2023 Q3	$1.28M	Buy	4,052 +345	+9%	+$114K	0.85%	22
2023 Q2	$1.26M	Sell	3,707 -718	-16%	-$225K	0.85%	22
2023 Q1	$1.28M	Buy	4,425 +233	+6%	+$59.4K	0.91%	20
2022 Q4	$1M	Buy	4,192 +2,052	+96%	+$492K	0.81%	29
2022 Q3	$498K	Buy	2,140 +473	+28%	+$125K	0.47%	19
2022 Q2	$428K	Buy	1,667 +1,577	+1,752%	+$428K	0.39%	25
2022 Q1	$28K	Buy	+90	New	+$27.1K	0.02%	37
2021 Q3	–	Sell	-826	Closed	-$224K	–	67
2021 Q2	$224K	Sell	826 -3,840	-82%	-$976K	0.19%	23
2021 Q1	$1.1M	Buy	+4,666	New	+$1.08M	1.05%	12

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Monumental Financial Group's MSFT Position: Q3 2024 in Review

Monumental Financial Group reduced its Microsoft (MSFT) stake by 9.3% in Q3 2024, selling an estimated $133K and leaving 3,017 shares worth $1.3M. The position accounts for 0.48% of the portfolio, ranked #20.

Monumental Financial Group first reported a position in MSFT in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.59M in Q1 2024. 5,293 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

Monumental Financial Group held 3,017 shares of Microsoft worth $1.3M as of Q3 2024.
Monumental Financial Group sold 310 Microsoft shares in Q3 2024, an estimated $133K.
Microsoft made up 0.48% of Monumental Financial Group's portfolio in Q3 2024, its #20 holding.
Monumental Financial Group first reported a position in Microsoft in Q1 2021 and has held it in 13 quarters since.
Monumental Financial Group's Microsoft position peaked at $1.59M in Q1 2024.
5,293 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.