Resource Consulting Group’s Microsoft MSFT Stock Holding History

Resource Consulting 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
2023 Q4	$3.64M	Sell	9,667 -1,661	-15%	-$591K	0.62%	11
2023 Q3	$3.58M	Sell	11,328 -1,067	-9%	-$353K	0.69%	7
2023 Q2	$4.22M	Buy	12,395 +9,910	+399%	+$3.11M	0.83%	9
2023 Q1	$716K	Buy	2,485 +10	+0.4%	+$2.55K	0.18%	15
2022 Q4	$594K	Sell	2,475 -1,038	-30%	-$249K	0.16%	17
2022 Q3	$818K	Buy	3,513 +1,002	+40%	+$265K	0.23%	18
2022 Q2	$645K	Sell	2,511 -398	-14%	-$108K	0.28%	26
2022 Q1	$897K	Buy	2,909 +540	+23%	+$162K	0.31%	29
2021 Q4	$797K	Buy	+2,369	New	+$768K	0.28%	31

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Resource Consulting Group's MSFT Position: Q4 2023 in Review

Resource Consulting Group reduced its Microsoft (MSFT) stake by 15% in Q4 2023, selling an estimated $591K and leaving 9,667 shares worth $3.64M. The position accounts for 0.62% of the portfolio, ranked #11.

Resource Consulting Group first reported a position in MSFT in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.22M in Q2 2023. 5,204 funds tracked by Wall St. Rank hold MSFT as of Q4 2023.

Resource Consulting Group held 9,667 shares of Microsoft worth $3.64M as of Q4 2023.
Resource Consulting Group sold 1,661 Microsoft shares in Q4 2023, an estimated $591K.
Microsoft made up 0.62% of Resource Consulting Group's portfolio in Q4 2023, its #11 holding.
Resource Consulting Group first reported a position in Microsoft in Q4 2021 and has held it in 9 quarters since.
Resource Consulting Group's Microsoft position peaked at $4.22M in Q2 2023.
5,204 funds tracked by Wall St. Rank held Microsoft as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.