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swisspartners’s Microsoft MSFT Stock Holding History

swisspartners’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
Q4 		$985K Sell
4,109
-48,174
-92% -$11.6M 1.26% 29
2022
Q3 		$12.2M Sell
52,283
-450
-0.9% -$119K 12.6% 1
2022
Q2 		$14M Sell
52,733
-357
-0.7% -$96.9K 13.36% 1
2022
Q1 		$16.4M Sell
53,090
-319
-0.6% -$96K 12.95% 1
2021
Q4 		$18.2M Buy
53,409
+215
+0.4% +$69.7K 12.9% 1
2021
Q3 		$15M Sell
53,194
-221
-0.4% -$64.3K 11.63% 1
2021
Q2 		$14.5M Sell
53,415
-1,043
-2% -$265K 10.28% 1
2021
Q1 		$12.9M Sell
54,458
-2,809
-5% -$652K 10.44% 1
2020
Q4 		$12.5M Buy
+57,267
New +$12.3M 10.97% 1

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

swisspartners's MSFT Position: Q4 2022 in Review

swisspartners reduced its Microsoft (MSFT) stake by 92% in Q4 2022, selling an estimated $11.6M and leaving 4,109 shares worth $985K. The position accounts for 1.26% of the portfolio, ranked #29.

swisspartners first reported a position in MSFT in Q4 2020 and has held it in 9 quarters since. The position peaked at $18.2M in Q4 2021. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

  • swisspartners held 4,109 shares of Microsoft worth $985K as of Q4 2022.
  • swisspartners sold 48,174 Microsoft shares in Q4 2022, an estimated $11.6M.
  • Microsoft made up 1.26% of swisspartners's portfolio in Q4 2022, its #29 holding.
  • swisspartners first reported a position in Microsoft in Q4 2020 and has held it in 9 quarters since.
  • swisspartners's Microsoft position peaked at $18.2M in Q4 2021.
  • 4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.