Sunflower Bank Wealth Management’s Microsoft MSFT Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	$2.15M	Sell	10,220 -850	-8%	-$179K	0.72%	24
2020 Q2	$2.25M	Sell	11,070 -340	-3%	-$61.7K	0.76%	20
2020 Q1	$1.8M	Sell	11,410 -520	-4%	-$85.5K	0.68%	25
2019 Q4	$1.88M	Sell	11,930 -585	-5%	-$85.9K	0.58%	28
2019 Q3	$1.74M	Sell	12,515 -715	-5%	-$98.3K	0.56%	32
2019 Q2	$1.77M	Sell	13,230 -815	-6%	-$103K	0.57%	30
2019 Q1	$1.66M	Sell	14,045 -70	-0.5%	-$7.64K	0.5%	33
2018 Q4	$1.43M	Sell	14,115 -320	-2%	-$34.3K	0.46%	36
2018 Q3	$1.65M	Hold	14,435	–	–	0.47%	34
2018 Q2	$1.42M	Sell	14,435 -665	-4%	-$64.5K	0.42%	40
2018 Q1	$1.38M	Sell	15,100 -100	-0.7%	-$9.14K	0.38%	43
2017 Q4	$1.3M	Sell	15,200 -300	-2%	-$24.6K	0.35%	46
2017 Q3	$1.16M	Sell	15,500 -26,200	-63%	-$1.91M	0.42%	31
2017 Q2	$2.88M	Sell	41,700 -2,217	-5%	-$152K	0.98%	19
2017 Q1	$2.89M	Buy	43,917 +1,370	+3%	+$87.8K	0.99%	20
2016 Q4	$2.64M	Sell	42,547 -240	-0.6%	-$14.4K	0.94%	21
2016 Q3	$2.46M	Sell	42,787 -4,352	-9%	-$246K	0.9%	21
2016 Q2	$2.41M	Sell	47,139 -275	-0.6%	-$14.3K	0.85%	25
2016 Q1	$2.62M	Sell	47,414 -288	-0.6%	-$15.1K	0.93%	24
2015 Q4	$2.65M	Sell	47,702 -400	-0.8%	-$21K	0.93%	22
2015 Q3	$2.13M	Sell	48,102 -2,158	-4%	-$96.9K	0.78%	25
2015 Q2	$2.22M	Buy	50,260 +192	+0.4%	+$8.76K	0.76%	27
2015 Q1	$2.04M	Sell	50,068 -19,798	-28%	-$862K	0.67%	29
2014 Q4	$3.25M	Buy	69,866 +4,580	+7%	+$215K	1.03%	21
2014 Q3	$3.03M	Buy	65,286 +2,413	+4%	+$108K	1.03%	22
2014 Q2	$2.62M	Buy	62,873 +5,254	+9%	+$213K	1.07%	23
2014 Q1	$2.36M	Buy	57,619 +10,254	+22%	+$385K	1.14%	21
2013 Q4	$1.77M	Hold	47,365	–	–	0.9%	22
2013 Q3	$1.58M	Hold	47,365	–	–	0.85%	22
2013 Q2	$1.64M	Buy	+47,365	New	+$1.55M	0.89%	22

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sunflower Bank Wealth Management's MSFT Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Microsoft (MSFT) stake by 7.7% in Q3 2020, selling an estimated $179K and leaving 10,220 shares worth $2.15M. The position accounts for 0.72% of the portfolio, ranked #24.

Sunflower Bank Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.25M in Q4 2014. 3,591 funds tracked by Wall St. Rank hold MSFT as of Q3 2020.

Sunflower Bank Wealth Management held 10,220 shares of Microsoft worth $2.15M as of Q3 2020.
Sunflower Bank Wealth Management sold 850 Microsoft shares in Q3 2020, an estimated $179K.
Microsoft made up 0.72% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #24 holding.
Sunflower Bank Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's Microsoft position peaked at $3.25M in Q4 2014.
3,591 funds tracked by Wall St. Rank held Microsoft as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.