MAM
MSFT icon

Must Asset Management’s Microsoft MSFT Stock Holding History

Must Asset 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
2023
Q3 		$996K Buy
3,191
+737
+30% +$244K 2.44% 12
2023
Q2 		$822K Sell
2,454
-1,742
-42% -$546K 2.27% 8
2023
Q1 		$1.19M Buy
+4,196
New +$1.07M 2.96% 7

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Must Asset Management's MSFT Position: Q3 2023 in Review

Must Asset Management increased its Microsoft (MSFT) stake by 30% in Q3 2023, buying an estimated $244K and bringing the position to 3,191 shares worth $996K. The position accounts for 2.44% of the portfolio, ranked #12.

Must Asset Management first reported a position in MSFT in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.19M in Q1 2023. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

  • Must Asset Management held 3,191 shares of Microsoft worth $996K as of Q3 2023.
  • Must Asset Management bought 737 Microsoft shares in Q3 2023, an estimated $244K.
  • Microsoft made up 2.44% of Must Asset Management's portfolio in Q3 2023, its #12 holding.
  • Must Asset Management first reported a position in Microsoft in Q1 2023 and has held it in 3 quarters since.
  • Must Asset Management's Microsoft position peaked at $1.19M in Q1 2023.
  • 4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Must Asset Management's 13F filing for Q3 2023, filed 7 Nov 2023.