Team Hewins’s Microsoft MSFT Stock Holding History

Team Hewins’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	-1,654	Closed	-$739K	–	41
2024 Q2	$739K	Buy	+1,654	New	+$699K	0.31%	14
2023 Q4	–	Sell	-53,725	Closed	-$17M	–	44
2023 Q3	$17M	Buy	+53,725	New	+$17.8M	3.9%	8

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Team Hewins's MSFT Position: Q3 2024 in Review

Team Hewins sold out of Microsoft (MSFT) in Q3 2024, closing a stake of 1,654 shares — an estimated $739K sold.

Team Hewins first reported a position in MSFT in Q3 2023 and held it in 2 quarters. The position peaked at $17M in Q3 2023. 5,285 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

Team Hewins reported no remaining Microsoft position as of Q3 2024 after selling out during the quarter.
Team Hewins sold 1,654 Microsoft shares in Q3 2024, an estimated $739K.
Team Hewins first reported a position in Microsoft in Q3 2023 and held it in 2 quarters.
Team Hewins's Microsoft position peaked at $17M in Q3 2023.
5,285 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Team Hewins's 13F filing for Q3 2024, filed 12 Nov 2024.