Summit Rock Advisors’s Microsoft MSFT Stock Holding History

Summit Rock 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 Q2	–	Sell	-14,053	Closed	-$5.91M	–	10
2024 Q1	$5.91M	Buy	+14,053	New	+$5.69M	1.9%	7

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Summit Rock Advisors's MSFT Position: Q2 2024 in Review

Summit Rock Advisors sold out of Microsoft (MSFT) in Q2 2024, closing a stake of 14,053 shares — an estimated $5.91M sold.

Summit Rock Advisors first reported a position in MSFT in Q1 2024 and held it in 1 quarter. The position peaked at $5.91M in Q1 2024. 5,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2024.

Summit Rock Advisors reported no remaining Microsoft position as of Q2 2024 after selling out during the quarter.
Summit Rock Advisors sold 14,053 Microsoft shares in Q2 2024, an estimated $5.91M.
Summit Rock Advisors first reported a position in Microsoft in Q1 2024 and held it in 1 quarter.
Summit Rock Advisors's Microsoft position peaked at $5.91M in Q1 2024.
5,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2024.

Based on Summit Rock Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.