UIM
MSFT icon

Underhill Investment Management’s Microsoft MSFT Stock Holding History

Underhill Investment 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
2014
Q4 		– Sell
-4,400
Closed -$204K – 21
2014
Q3 		$204K Buy
+4,400
New +$196K 0.1% 19
2014
Q2 		– Sell
-5,200
Closed -$213K – 25
2014
Q1 		$213K Buy
+5,200
New +$195K 0.1% 23

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Underhill Investment Management's MSFT Position: Q4 2014 in Review

Underhill Investment Management sold out of Microsoft (MSFT) in Q4 2014, closing a stake of 4,400 shares — an estimated $204K sold.

Underhill Investment Management first reported a position in MSFT in Q1 2014 and held it in 2 quarters. The position peaked at $213K in Q1 2014. 2,150 funds tracked by Wall St. Rank hold MSFT as of Q4 2014.

  • Underhill Investment Management reported no remaining Microsoft position as of Q4 2014 after selling out during the quarter.
  • Underhill Investment Management sold 4,400 Microsoft shares in Q4 2014, an estimated $204K.
  • Underhill Investment Management first reported a position in Microsoft in Q1 2014 and held it in 2 quarters.
  • Underhill Investment Management's Microsoft position peaked at $213K in Q1 2014.
  • 2,150 funds tracked by Wall St. Rank held Microsoft as of Q4 2014.

Based on Underhill Investment Management's 13F filing for Q4 2014, filed 22 Jan 2015.