True Capital Management’s Microsoft MSFT Stock Holding History

True Capital 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
2023 Q1	$2.63M	Buy	9,115 +772	+9%	+$197K	1.8%	14
2022 Q4	$2M	Buy	+8,343	New	+$2M	1.63%	16

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

True Capital Management's MSFT Position: Q1 2023 in Review

True Capital Management increased its Microsoft (MSFT) stake by 9.3% in Q1 2023, buying an estimated $197K and bringing the position to 9,115 shares worth $2.63M. The position accounts for 1.8% of the portfolio, ranked #14.

True Capital Management first reported a position in MSFT in Q4 2022 and has held it in 2 quarters since. 4,708 funds tracked by Wall St. Rank hold MSFT as of Q1 2023.

True Capital Management held 9,115 shares of Microsoft worth $2.63M as of Q1 2023.
True Capital Management bought 772 Microsoft shares in Q1 2023, an estimated $197K.
Microsoft made up 1.8% of True Capital Management's portfolio in Q1 2023, its #14 holding.
True Capital Management first reported a position in Microsoft in Q4 2022 and has held it in 2 quarters since.
4,708 funds tracked by Wall St. Rank held Microsoft as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.