Symmetry Peak Management’s Microsoft MSFT Stock Holding History

Symmetry Peak 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
2025 Q1	–	Sell	-3,400	Closed	-$1.43M	–	36
2024 Q4	$1.43M	Buy	3,400 +2,400	+240%	+$1.02M	1.52%	12
2024 Q3	$430K	Buy	+1,000	New	+$427K	0.2%	41
2024 Q1	–	Sell	-50,000	Closed	-$18.8M	–	141
2023 Q4	$18.8M	Sell	50,000 -50,000	-50%	-$17.8M	4.5%	6
2023 Q3	$31.6M	Buy	100,000 +90,000	+900%	+$29.7M	4.04%	7
2023 Q2	$3.41M	Buy	+10,000	New	+$3.13M	0.6%	17
2023 Q1	–	Sell	-27,500	Closed	-$6.6M	–	164
2022 Q4	$6.6M	Buy	27,500 +12,500	+83%	+$3M	3.22%	9
2022 Q3	$3.49M	Buy	+15,000	New	+$3.96M	4.14%	5
2021 Q1	–	Sell	-15,000	Closed	-$3.34M	–	56
2020 Q4	$3.34M	Buy	15,000 +5,000	+50%	+$1.08M	1.7%	10
2020 Q3	$2.1M	Hold	10,000	–	–	1.4%	12
2020 Q2	$2.04M	Buy	+10,000	New	+$1.82M	1.64%	11

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return