Vickerman & Driscoll Financial Advisors’s Microsoft MSFT Stock Holding History

Vickerman & Driscoll Financial Advisors’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
2020 Q1	$2.2M	Sell	13,935 -384	-3%	-$63.1K	1.35%	19
2019 Q4	$2.26M	Sell	14,319 -50	-0.3%	-$7.34K	1.14%	26
2019 Q3	$2M	Buy	14,369 +334	+2%	+$45.9K	1.1%	29
2019 Q2	$1.88M	Sell	14,035 -2,348	-14%	-$298K	1.04%	30
2019 Q1	$1.93M	Sell	16,383 -922	-5%	-$101K	1.09%	28
2018 Q4	$1.76M	Buy	17,305 +915	+6%	+$98K	1.37%	20
2018 Q3	$1.87M	Sell	16,390 -1,222	-7%	-$132K	1.31%	21
2018 Q2	$1.74M	Buy	17,612 +530	+3%	+$51.4K	1.27%	19
2018 Q1	$1.56M	Buy	17,082 +604	+4%	+$55.2K	1.15%	24
2017 Q4	$1.41M	Buy	+16,478	New	+$1.35M	1.11%	24

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's MSFT Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its Microsoft (MSFT) stake by 2.7% in Q1 2020, selling an estimated $63.1K and leaving 13,935 shares worth $2.2M. The position accounts for 1.35% of the portfolio, ranked #19.

Vickerman & Driscoll Financial Advisors first reported a position in MSFT in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.26M in Q4 2019. 3,527 funds tracked by Wall St. Rank hold MSFT as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 13,935 shares of Microsoft worth $2.2M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 384 Microsoft shares in Q1 2020, an estimated $63.1K.
Microsoft made up 1.35% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #19 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Microsoft in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's Microsoft position peaked at $2.26M in Q4 2019.
3,527 funds tracked by Wall St. Rank held Microsoft as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.