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SpiderRock Advisors’s Microsoft MSFT Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$301M Buy
699,923
+85,691
+14% +$36.6M 4.79% 3
2024
Q2 		$275M Buy
614,232
+75,981
+14% +$32.1M 5.51% 2
2024
Q1 		$225M Buy
+538,251
New +$218M 5.59% 2
2017
Q2 		– Hold
0
– – – 20

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SpiderRock Advisors's MSFT Position: Q3 2024 in Review

SpiderRock Advisors increased its Microsoft (MSFT) stake by 14% in Q3 2024, buying an estimated $36.6M and bringing the position to 699,923 shares worth $301M. The position accounts for 4.79% of the portfolio, ranked #3.

SpiderRock Advisors first reported a position in MSFT in Q1 2024 and has held it in 3 quarters since. 5,285 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

  • SpiderRock Advisors held 699,923 shares of Microsoft worth $301M as of Q3 2024.
  • SpiderRock Advisors bought 85,691 Microsoft shares in Q3 2024, an estimated $36.6M.
  • Microsoft made up 4.79% of SpiderRock Advisors's portfolio in Q3 2024, its #3 holding.
  • SpiderRock Advisors first reported a position in Microsoft in Q1 2024 and has held it in 3 quarters since.
  • 5,285 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.