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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Hold	–	-$36K	–	269
2017 Q3	–	Hold	–	–	–	261
2017 Q2	–	Hold	–	–	–	466
2017 Q1	–	Hold	–	–	–	178

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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. 5,284 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.
5,284 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.