Swaine & Leidel Wealth Services’s Microsoft MSFT Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$3.18M	Buy	+3,179	New	+$956K	2.45%	24
2021 Q3	$4.31M	Buy	+15,290	New	+$4.45M	3.8%	8
2021 Q1	$3.18M	Sell	13,484 -63	-0.5%	-$14.6K	2.05%	30
2020 Q4	$3.01M	Buy	13,547 +2,279	+20%	+$490K	2.18%	26
2020 Q3	$2.37M	Sell	11,268 -2,138	-16%	-$449K	2.31%	24
2020 Q2	$2.73M	Buy	13,406 +491	+4%	+$89.1K	2.78%	18
2020 Q1	$2.04M	Buy	+12,915	New	+$2.12M	2.11%	30

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 $2.3T AUM 54.33% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Swaine & Leidel Wealth Services's MSFT Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Microsoft (MSFT) in Q1 2022: 3,179 shares worth $3.18M. The stake represents 2.45% of the portfolio and ranks #24 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in MSFT as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in MSFT in Q1 2020 and has held it in 7 quarters since. The position peaked at $4.31M in Q3 2021. 4,541 funds tracked by Wall St. Rank hold MSFT as of Q1 2022.

Swaine & Leidel Wealth Services held 3,179 shares of Microsoft worth $3.18M as of Q1 2022.
Microsoft was a new Swaine & Leidel Wealth Services position in Q1 2022.
Microsoft made up 2.45% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #24 holding.
Swaine & Leidel Wealth Services first reported a position in Microsoft in Q1 2020 and has held it in 7 quarters since.
Swaine & Leidel Wealth Services's Microsoft position peaked at $4.31M in Q3 2021.
4,541 funds tracked by Wall St. Rank held Microsoft as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.