Paul John Balson’s Microsoft MSFT Stock Holding History

Paul John Balson’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 Q4	$7.27M	Buy	32,695 +81	+0.2%	+$17.4K	1.5%	6
2020 Q3	$6.86M	Buy	32,614 +5,076	+18%	+$1.07M	1.7%	5
2020 Q2	$5.6M	Buy	27,538 +1,776	+7%	+$322K	2.11%	5
2020 Q1	$4.06M	Buy	+25,762	New	+$4.24M	2.17%	6

Other funds holding MSFT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paul John Balson's MSFT Position: Q4 2020 in Review

Paul John Balson increased its Microsoft (MSFT) stake by 0.25% in Q4 2020, buying an estimated $17.4K and bringing the position to 32,695 shares worth $7.27M. The position accounts for 1.5% of the portfolio, ranked #6.

Paul John Balson first reported a position in MSFT in Q1 2020 and has held it in 4 quarters since. 3,973 funds tracked by Wall St. Rank hold MSFT as of Q4 2020.

Paul John Balson held 32,695 shares of Microsoft worth $7.27M as of Q4 2020.
Paul John Balson bought 81 Microsoft shares in Q4 2020, an estimated $17.4K.
Microsoft made up 1.5% of Paul John Balson's portfolio in Q4 2020, its #6 holding.
Paul John Balson first reported a position in Microsoft in Q1 2020 and has held it in 4 quarters since.
3,973 funds tracked by Wall St. Rank held Microsoft as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.