Shine Investment Advisory Services’s Microsoft MSFT Stock Holding History

Shine Investment Advisory 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
2020 Q3	$2.28M	Buy	10,839 +712	+7%	+$150K	0.77%	18
2020 Q2	$2.06M	Sell	10,127 -9	-0.1%	-$1.63K	0.75%	18
2020 Q1	$1.6M	Buy	10,136 +26	+0.3%	+$4.28K	0.74%	24
2019 Q4	$1.59M	Sell	10,110 -856	-8%	-$126K	0.64%	29
2019 Q3	$1.52M	Buy	10,966 +22	+0.2%	+$3.02K	0.72%	24
2019 Q2	$1.47M	Buy	10,944 +190	+2%	+$24.1K	0.68%	25
2019 Q1	$1.27M	Buy	10,754 +750	+7%	+$81.8K	0.59%	32
2018 Q4	$1.02M	Buy	10,004 +99	+1%	+$10.6K	0.5%	36
2018 Q3	$1.13M	Buy	9,905 +148	+2%	+$16K	0.6%	33
2018 Q2	$962K	Buy	9,757 +45	+0.5%	+$4.36K	0.49%	36
2018 Q1	$886K	Buy	9,712 +292	+3%	+$26.7K	0.47%	33
2017 Q4	$806K	Sell	9,420 -256	-3%	-$21K	0.4%	39
2017 Q3	$721K	Buy	9,676 +261	+3%	+$19.1K	0.38%	42
2017 Q2	$649K	Buy	9,415 +1,317	+16%	+$90.4K	0.33%	42
2017 Q1	$533K	Buy	+8,098	New	+$519K	0.35%	42

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

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

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

Shine Investment Advisory Services's MSFT Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Microsoft (MSFT) stake by 7% in Q3 2020, buying an estimated $150K and bringing the position to 10,839 shares worth $2.28M. The position accounts for 0.77% of the portfolio, ranked #18.

Shine Investment Advisory Services first reported a position in MSFT in Q1 2017 and has held it in 15 quarters since. 3,591 funds tracked by Wall St. Rank hold MSFT as of Q3 2020.

Shine Investment Advisory Services held 10,839 shares of Microsoft worth $2.28M as of Q3 2020.
Shine Investment Advisory Services bought 712 Microsoft shares in Q3 2020, an estimated $150K.
Microsoft made up 0.77% of Shine Investment Advisory Services's portfolio in Q3 2020, its #18 holding.
Shine Investment Advisory Services first reported a position in Microsoft in Q1 2017 and has held it in 15 quarters since.
3,591 funds tracked by Wall St. Rank held Microsoft as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.