United Fire Group’s Microsoft MSFT Stock Holding History

United Fire Group’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 Q4	$3.76M	Hold	10,000	–	–	6.83%	4
2023 Q3	$3.16M	Sell	10,000 -7,500	-43%	-$2.48M	6.17%	4
2023 Q2	$5.96M	Sell	17,500 -5,000	-22%	-$1.57M	4.6%	6
2023 Q1	$6.49M	Hold	22,500	–	–	4.07%	3
2022 Q4	$5.4M	Hold	22,500	–	–	3.19%	8
2022 Q3	$5.24M	Hold	22,500	–	–	3.5%	7
2022 Q2	$5.78M	Hold	22,500	–	–	3.54%	6
2022 Q1	$6.94M	Hold	22,500	–	–	3.57%	2
2021 Q4	$7.57M	Hold	22,500	–	–	3.56%	5
2021 Q3	$6.34M	Hold	22,500	–	–	3.17%	6
2021 Q2	$6.09M	Buy	22,500 +7,500	+50%	+$1.91M	3.11%	9
2021 Q1	$3.54M	Hold	15,000	–	–	1.84%	20
2020 Q4	$3.34M	Hold	15,000	–	–	1.62%	19
2020 Q3	$3.15M	Hold	15,000	–	–	1.59%	18
2020 Q2	$3.05M	Hold	15,000	–	–	1.47%	20
2020 Q1	$2.37M	Hold	15,000	–	–	1.15%	21
2019 Q4	$2.37M	Hold	15,000	–	–	0.8%	31
2019 Q3	$2.08M	Hold	15,000	–	–	0.71%	32
2019 Q2	$2.01M	Hold	15,000	–	–	0.71%	30
2019 Q1	$1.77M	Hold	15,000	–	–	0.66%	33
2018 Q4	$1.52M	Hold	15,000	–	–	0.62%	35
2018 Q3	$1.72M	Hold	15,000	–	–	0.63%	35
2018 Q2	$1.48M	Hold	15,000	–	–	0.57%	34
2018 Q1	$1.37M	Sell	15,000 -15,000	-50%	-$1.37M	0.49%	36
2017 Q4	$2.57M	Hold	30,000	–	–	0.84%	28
2017 Q3	$2.23M	Hold	30,000	–	–	0.75%	30
2017 Q2	$2.07M	Hold	30,000	–	–	0.73%	31
2017 Q1	$1.98M	Hold	30,000	–	–	0.71%	33
2016 Q4	$1.86M	Hold	30,000	–	–	0.69%	32
2016 Q3	$1.73M	Hold	30,000	–	–	0.69%	32
2016 Q2	$1.53M	Hold	30,000	–	–	0.61%	36
2016 Q1	$1.66M	Hold	30,000	–	–	0.7%	34
2015 Q4	$1.66M	Hold	30,000	–	–	0.71%	33
2015 Q3	$1.33M	Hold	30,000	–	–	0.6%	35
2015 Q2	$1.32M	Hold	30,000	–	–	0.55%	38
2015 Q1	$1.22M	Hold	30,000	–	–	0.51%	41
2014 Q4	$1.39M	Hold	30,000	–	–	0.58%	37
2014 Q3	$1.39M	Hold	30,000	–	–	0.61%	36
2014 Q2	$1.25M	Hold	30,000	–	–	0.54%	36
2014 Q1	$1.23M	Hold	30,000	–	–	0.54%	38
2013 Q4	$1.12M	Hold	30,000	–	–	0.5%	38
2013 Q3	$998K	Hold	30,000	–	–	0.5%	37
2013 Q2	$1.04M	Buy	+30,000	New	+$983K	0.54%	38

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

United Fire Group's MSFT Position: Q4 2023 in Review

United Fire Group held its Microsoft (MSFT) position steady in Q4 2023 at 10,000 shares worth $3.76M. The position accounts for 6.83% of the portfolio, ranked #4.

United Fire Group first reported a position in MSFT in Q2 2013 and has held it in 43 quarters since. The position peaked at $7.57M in Q4 2021. 5,205 funds tracked by Wall St. Rank hold MSFT as of Q4 2023.

United Fire Group held 10,000 shares of Microsoft worth $3.76M as of Q4 2023.
United Fire Group left its Microsoft share count unchanged in Q4 2023.
Microsoft made up 6.83% of United Fire Group's portfolio in Q4 2023, its #4 holding.
United Fire Group first reported a position in Microsoft in Q2 2013 and has held it in 43 quarters since.
United Fire Group's Microsoft position peaked at $7.57M in Q4 2021.
5,205 funds tracked by Wall St. Rank held Microsoft as of Q4 2023.

Based on United Fire Group's 13F filing for Q4 2023, filed 13 Feb 2024.