Stone Asset Management’s Microsoft MSFT Stock Holding History

Stone Asset Management’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 Q1	$218K	Sell	757 -698	-48%	-$178K	0.35%	34
2022 Q4	$349K	Sell	1,455 -725	-33%	-$174K	0.22%	35
2022 Q3	$508K	Buy	2,180 +670	+44%	+$177K	0.33%	32
2022 Q2	$388K	Buy	1,510 +300	+25%	+$81.4K	0.24%	40
2022 Q1	$373K	Sell	1,210 -40	-3%	-$12K	0.21%	37
2021 Q4	$420K	Buy	+1,250	New	+$405K	0.25%	32

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

Norges Bank Oslo, Norway $935B AUM

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

Stone Asset Management's MSFT Position: Q1 2023 in Review

Stone Asset Management reduced its Microsoft (MSFT) stake by 48% in Q1 2023, selling an estimated $178K and leaving 757 shares worth $218K. The position accounts for 0.35% of the portfolio, ranked #34.

Stone Asset Management first reported a position in MSFT in Q4 2021 and has held it in 6 quarters since. The position peaked at $508K in Q3 2022. 4,708 funds tracked by Wall St. Rank hold MSFT as of Q1 2023.

Stone Asset Management held 757 shares of Microsoft worth $218K as of Q1 2023.
Stone Asset Management sold 698 Microsoft shares in Q1 2023, an estimated $178K.
Microsoft made up 0.35% of Stone Asset Management's portfolio in Q1 2023, its #34 holding.
Stone Asset Management first reported a position in Microsoft in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's Microsoft position peaked at $508K in Q3 2022.
4,708 funds tracked by Wall St. Rank held Microsoft as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.