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Sarah T. Connolly’s Microsoft MSFT Stock Holding History

Sarah T. Connolly’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 		$389K Sell
1,035
-30,928
-97% -$11M 35.15% 1
2023
Q3 		$10.1M Sell
31,963
-3,965
-11% -$1.31M 6.66% 1
2023
Q2 		$12.2M Sell
35,928
-185
-0.5% -$58K 7.39% 1
2023
Q1 		$10.4M Buy
36,113
+767
+2% +$196K 6.6% 1
2022
Q4 		$8.48M Buy
35,346
+599
+2% +$144K 5.76% 1
2022
Q3 		$8.09M Sell
34,747
-477
-1% -$126K 5.93% 1
2022
Q2 		$9.05M Buy
35,224
+702
+2% +$191K 6.16% 1
2022
Q1 		$10.6M Buy
34,522
+970
+3% +$292K 6.23% 1
2021
Q4 		$11.3M Buy
33,552
+9,234
+38% +$2.99M 6.3% 1
2021
Q3 		$6.86M Sell
24,318
-615
-2% -$179K 5.64% 1
2021
Q2 		$6.75M Buy
24,933
+155
+0.6% +$39.4K 5.52% 1
2021
Q1 		$5.84M Sell
24,778
-110
-0.4% -$25.5K 5.2% 1
2020
Q4 		$5.54M Buy
+24,888
New +$5.35M 5.06% 1

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sarah T. Connolly's MSFT Position: Q4 2023 in Review

Sarah T. Connolly reduced its Microsoft (MSFT) stake by 97% in Q4 2023, selling an estimated $11M and leaving 1,035 shares worth $389K. The position accounts for 35.15% of the portfolio, ranked #1.

Sarah T. Connolly first reported a position in MSFT in Q4 2020 and has held it in 13 quarters since. The position peaked at $12.2M in Q2 2023. 5,205 funds tracked by Wall St. Rank hold MSFT as of Q4 2023.

  • Sarah T. Connolly held 1,035 shares of Microsoft worth $389K as of Q4 2023.
  • Sarah T. Connolly sold 30,928 Microsoft shares in Q4 2023, an estimated $11M.
  • Microsoft made up 35.15% of Sarah T. Connolly's portfolio in Q4 2023, its #1 holding.
  • Sarah T. Connolly first reported a position in Microsoft in Q4 2020 and has held it in 13 quarters since.
  • Sarah T. Connolly's Microsoft position peaked at $12.2M in Q2 2023.
  • 5,205 funds tracked by Wall St. Rank held Microsoft as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.