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Strategic Capital Advisers’s Microsoft MSFT Stock Holding History

Strategic Capital Advisers’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
2022
Q2 		$3.13M Sell
12,180
-40
-0.3% -$10.9K 2.58% 10
2022
Q1 		$3.77M Sell
12,220
-174
-1% -$52.3K 2.87% 10
2021
Q4 		$4.17M Sell
12,394
-108
-0.9% -$35K 2.99% 9
2021
Q3 		$3.52M Buy
12,502
+872
+7% +$254K 2.74% 8
2021
Q2 		$3.15M Sell
11,630
-557
-5% -$142K 2.6% 13
2021
Q1 		$2.87M Sell
12,187
-2,395
-16% -$556K 2.5% 15
2020
Q4 		$3.24M Sell
14,582
-132
-0.9% -$28.4K 2.76% 12
2020
Q3 		$3.1M Sell
14,714
-2,296
-13% -$482K 2.9% 12
2020
Q2 		$3.46M Sell
17,010
-2,364
-12% -$429K 3.48% 7
2020
Q1 		$3.06M Buy
19,374
+360
+2% +$59.2K 3.7% 5
2019
Q4 		$3M Sell
19,014
-12
-0.1% -$1.76K 2.81% 8
2019
Q3 		$2.65M Sell
19,026
-1,046
-5% -$144K 2.94% 9
2019
Q2 		$2.69M Sell
20,072
-668
-3% -$84.8K 2.84% 11
2019
Q1 		$2.45M Buy
20,740
+4,633
+29% +$505K 2.65% 13
2018
Q4 		$1.64M Sell
16,107
-5,686
-26% -$609K 1.76% 29
2018
Q3 		$2.49M Buy
21,793
+17,932
+464% +$1.94M 1.78% 29
2018
Q2 		$418K Buy
3,861
+31
+0.8% +$3K 0.31% 42
2018
Q1 		$328K Hold
3,830
– – 0.32% 47
2017
Q4 		$328K Buy
+3,830
New +$314K 0.32% 47

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return