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United Maritime Capital’s Microsoft MSFT Stock Holding History

United Maritime Capital’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
2022
Q3 		– Sell
-1,000
Closed -$257K – 31
2022
Q2 		$257K Buy
1,000
+250
+33% +$67.9K 2.35% 14
2022
Q1 		$231K Sell
750
-10,500
-93% -$3.16M 0.63% 30
2021
Q4 		$3.78M Sell
11,250
-5,700
-34% -$1.85M 4.36% 5
2021
Q3 		$4.78M Sell
16,950
-50
-0.3% -$14.5K 5.32% 5
2021
Q2 		$4.61M Buy
17,000
+800
+5% +$203K 3.49% 6
2021
Q1 		$3.82M Sell
16,200
-4,900
-23% -$1.14M 3.15% 6
2020
Q4 		$4.69M Buy
+21,100
New +$4.54M 4.06% 5

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

United Maritime Capital's MSFT Position: Q3 2022 in Review

United Maritime Capital sold out of Microsoft (MSFT) in Q3 2022, closing a stake of 1,000 shares — an estimated $257K sold.

United Maritime Capital first reported a position in MSFT in Q4 2020 and held it in 7 quarters. The position peaked at $4.78M in Q3 2021. 4,500 funds tracked by Wall St. Rank hold MSFT as of Q3 2022.

  • United Maritime Capital reported no remaining Microsoft position as of Q3 2022 after selling out during the quarter.
  • United Maritime Capital sold 1,000 Microsoft shares in Q3 2022, an estimated $257K.
  • United Maritime Capital first reported a position in Microsoft in Q4 2020 and held it in 7 quarters.
  • United Maritime Capital's Microsoft position peaked at $4.78M in Q3 2021.
  • 4,500 funds tracked by Wall St. Rank held Microsoft as of Q3 2022.

Based on United Maritime Capital's 13F filing for Q3 2022, filed 10 Nov 2022.