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SurgoCap Partners’s Microsoft MSFT Stock Holding History

SurgoCap Partners’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
Q3 		– Sell
-195,434
Closed -$87.3M – 14
2024
Q2 		$87.3M Sell
195,434
-64,119
-25% -$27.1M 5.11% 13
2024
Q1 		$109M Sell
259,553
-194,705
-43% -$78.8M 5.86% 9
2023
Q4 		$171M Buy
+454,258
New +$162M 11.93% 1

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SurgoCap Partners's MSFT Position: Q3 2024 in Review

SurgoCap Partners sold out of Microsoft (MSFT) in Q3 2024, closing a stake of 195,434 shares — an estimated $87.3M sold.

SurgoCap Partners first reported a position in MSFT in Q4 2023 and held it in 3 quarters. The position peaked at $171M in Q4 2023. 5,291 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

  • SurgoCap Partners reported no remaining Microsoft position as of Q3 2024 after selling out during the quarter.
  • SurgoCap Partners sold 195,434 Microsoft shares in Q3 2024, an estimated $87.3M.
  • SurgoCap Partners first reported a position in Microsoft in Q4 2023 and held it in 3 quarters.
  • SurgoCap Partners's Microsoft position peaked at $171M in Q4 2023.
  • 5,291 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on SurgoCap Partners's 13F filing for Q3 2024, filed 14 Nov 2024.