Weld Capital Management’s Microsoft MSFT Stock Holding History

Weld 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
2021 Q2	–	Sell	-9,213	Closed	-$2.17M	–	331
2021 Q1	$2.17M	Buy	9,213 +6,496	+239%	+$1.51M	0.92%	10
2020 Q4	$604K	Buy	+2,717	New	+$584K	0.24%	147
2020 Q3	–	Sell	-1,157	Closed	-$235K	–	603
2020 Q2	$235K	Sell	1,157 -625	-35%	-$113K	0.09%	343
2020 Q1	$281K	Buy	+1,782	New	+$293K	0.14%	244

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Weld Capital Management's MSFT Position: Q2 2021 in Review

Weld Capital Management sold out of Microsoft (MSFT) in Q2 2021, closing a stake of 9,213 shares — an estimated $2.17M sold.

Weld Capital Management first reported a position in MSFT in Q1 2020 and held it in 4 quarters. The position peaked at $2.17M in Q1 2021. 3,978 funds tracked by Wall St. Rank hold MSFT as of Q2 2021.

Weld Capital Management reported no remaining Microsoft position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 9,213 Microsoft shares in Q2 2021, an estimated $2.17M.
Weld Capital Management first reported a position in Microsoft in Q1 2020 and held it in 4 quarters.
Weld Capital Management's Microsoft position peaked at $2.17M in Q1 2021.
3,978 funds tracked by Wall St. Rank held Microsoft as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.