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Partner Investment Management’s Microsoft MSFT Stock Holding History

Partner Investment 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
2019
Q4 		– Sell
-7,383
Closed -$1.03M – 56
2019
Q3 		$1.03M Sell
7,383
-3,092
-30% -$425K 1.76% 21
2019
Q2 		$1.4M Buy
10,475
+1,497
+17% +$190K 1.49% 22
2019
Q1 		$1.06M Sell
8,978
-8,776
-49% -$957K 1.22% 29
2018
Q4 		$1.8M Buy
17,754
+8,837
+99% +$947K 2.25% 13
2018
Q3 		$1.02M Buy
+8,917
New +$967K 0.78% 56
2018
Q2 		– Sell
-27,467
Closed -$2.51M – 116
2018
Q1 		$2.51M Buy
27,467
+19,198
+232% +$1.76M 2.71% 6
2017
Q4 		$707K Sell
8,269
-16,087
-66% -$1.32M 0.81% 47
2017
Q3 		$1.81M Sell
24,356
-1,628
-6% -$119K 1.72% 18
2017
Q2 		$1.79M Buy
25,984
+19,067
+276% +$1.31M 2.41% 12
2017
Q1 		$456K Buy
+6,917
New +$443K 0.56% 61
2016
Q3 		– Sell
-17,341
Closed -$887K – 99
2016
Q2 		$887K Sell
17,341
-6,313
-27% -$328K 1.45% 30
2016
Q1 		$1.31M Buy
23,654
+15,431
+188% +$809K 2.13% 20
2015
Q4 		$456K Buy
+8,223
New +$433K 0.75% 44
2015
Q1 		– Sell
-400,110
Closed -$18.6M – 94
2014
Q4 		$18.6M Buy
400,110
+180,017
+82% +$8.45M 7.58% 2
2014
Q3 		$10.2M Buy
220,093
+24,375
+12% +$1.09M 3.73% 10
2014
Q2 		$8.16M Buy
+195,718
New +$7.92M 1.63% 27

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Partner Investment Management's MSFT Position: Q4 2019 in Review

Partner Investment Management sold out of Microsoft (MSFT) in Q4 2019, closing a stake of 7,383 shares — an estimated $1.03M sold.

Partner Investment Management first reported a position in MSFT in Q2 2014 and held it in 16 quarters. The position peaked at $18.6M in Q4 2014. 3,440 funds tracked by Wall St. Rank hold MSFT as of Q4 2019.

  • Partner Investment Management reported no remaining Microsoft position as of Q4 2019 after selling out during the quarter.
  • Partner Investment Management sold 7,383 Microsoft shares in Q4 2019, an estimated $1.03M.
  • Partner Investment Management first reported a position in Microsoft in Q2 2014 and held it in 16 quarters.
  • Partner Investment Management's Microsoft position peaked at $18.6M in Q4 2014.
  • 3,440 funds tracked by Wall St. Rank held Microsoft as of Q4 2019.

Based on Partner Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.