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Polar Capital’s Microsoft MSFT Stock Holding History

Polar Capital’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 		$740M Buy
3,517,102
+156,457
+5% +$32.9M 5.49% 1
2020
Q2 		$684M Buy
3,360,645
+37,178
+1% +$6.75M 5.9% 1
2020
Q1 		$524M Sell
3,323,467
-388,249
-10% -$63.8M 5.63% 1
2019
Q4 		$585M Sell
3,711,716
-168,664
-4% -$24.8M 5.09% 1
2019
Q3 		$539M Buy
3,880,380
+103,439
+3% +$14.2M 4.85% 1
2019
Q2 		$506M Buy
3,776,941
+193,683
+5% +$24.6M 4.44% 1
2019
Q1 		$423M Sell
3,583,258
-158,691
-4% -$17.3M 3.92% 1
2018
Q4 		$380M Sell
3,741,949
-492,941
-12% -$52.8M 4.06% 1
2018
Q3 		$484M Buy
4,234,890
+510,144
+14% +$55.3M 4.12% 1
2018
Q2 		$367K Buy
3,724,746
+266,170
+8% +$25.8M 2.21% 8
2018
Q1 		$316M Buy
3,458,576
+286,184
+9% +$26.2M 3.18% 2
2017
Q4 		$271M Buy
3,172,392
+1,137,244
+56% +$93.3M 2.8% 5
2017
Q3 		$152M Sell
2,035,148
-10,279
-0.5% -$751K 1.71% 7
2017
Q2 		$141M Sell
2,045,427
-103,250
-5% -$7.09M 1.9% 6
2017
Q1 		$142M Buy
2,148,677
+97,000
+5% +$6.22M 2.12% 4
2016
Q4 		$127M Buy
2,051,677
+253,484
+14% +$15.2M 2.04% 5
2016
Q3 		$104M Buy
1,798,193
+187,401
+12% +$10.6M 1.79% 6
2016
Q2 		$82.4M Sell
1,610,792
-351,074
-18% -$18.2M 1.56% 12
2016
Q1 		$108M Sell
1,961,866
-128,329
-6% -$6.73M 2.04% 5
2015
Q4 		$116M Buy
2,090,195
+832,757
+66% +$43.8M 2.1% 5
2015
Q3 		$55.6M Sell
1,257,438
-183,557
-13% -$8.24M 1.13% 15
2015
Q2 		$63.6M Buy
1,440,995
+442,142
+44% +$20.2M 1.22% 13
2015
Q1 		$40.6M Sell
998,853
-935,696
-48% -$40.7M 0.77% 38
2014
Q4 		$89.9M Buy
1,934,549
+385,000
+25% +$18.1M 1.75% 4
2014
Q3 		$71.8M Sell
1,549,549
-381,653
-20% -$17M 1.51% 10
2014
Q2 		$80.5M Sell
1,931,202
-422,311
-18% -$17.1M 1.71% 5
2014
Q1 		$96.5M Buy
2,353,513
+613,596
+35% +$23M 2.2% 2
2013
Q4 		$65.1M Buy
1,739,917
+430,708
+33% +$15.6M 1.55% 4
2013
Q3 		$43.6K Sell
1,309,209
-918,016
-41% -$30.2M 1.16% 13
2013
Q2 		$76.9M Buy
+2,227,225
New +$73M 2.68% 2

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

Polar Capital's MSFT Position: Q3 2020 in Review

Polar Capital increased its Microsoft (MSFT) stake by 4.7% in Q3 2020, buying an estimated $32.9M and bringing the position to 3,517,102 shares worth $740M. The position accounts for 5.49% of the portfolio, ranked #1.

Polar Capital first reported a position in MSFT in Q2 2013 and has held it in 30 quarters since. 3,590 funds tracked by Wall St. Rank hold MSFT as of Q3 2020.

  • Polar Capital held 3,517,102 shares of Microsoft worth $740M as of Q3 2020.
  • Polar Capital bought 156,457 Microsoft shares in Q3 2020, an estimated $32.9M.
  • Microsoft made up 5.49% of Polar Capital's portfolio in Q3 2020, its #1 holding.
  • Polar Capital first reported a position in Microsoft in Q2 2013 and has held it in 30 quarters since.
  • 3,590 funds tracked by Wall St. Rank held Microsoft as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.