S.C. Financial Services’s Microsoft MSFT Stock Holding History

S.C. Financial Services’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
2022 Q4	$2.15M	Buy	8,977 +845	+10%	+$203K	3.31%	3
2022 Q3	$1.89M	Sell	8,132 -33	-0.4%	-$8.71K	3%	5
2022 Q2	$2.1M	Sell	8,165 -26	-0.3%	-$7.06K	3.22%	4
2022 Q1	$2.52M	Buy	8,191 +499	+6%	+$150K	3.24%	4
2021 Q4	$2.35M	Buy	+7,692	New	+$2.49M	2.7%	5

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

S.C. Financial Services's MSFT Position: Q4 2022 in Review

S.C. Financial Services increased its Microsoft (MSFT) stake by 10% in Q4 2022, buying an estimated $203K and bringing the position to 8,977 shares worth $2.15M. The position accounts for 3.31% of the portfolio, ranked #3.

S.C. Financial Services first reported a position in MSFT in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.52M in Q1 2022. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

S.C. Financial Services held 8,977 shares of Microsoft worth $2.15M as of Q4 2022.
S.C. Financial Services bought 845 Microsoft shares in Q4 2022, an estimated $203K.
Microsoft made up 3.31% of S.C. Financial Services's portfolio in Q4 2022, its #3 holding.
S.C. Financial Services first reported a position in Microsoft in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's Microsoft position peaked at $2.52M in Q1 2022.
4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.