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Zimmermann Investment Management & Planning’s Microsoft MSFT Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q4 		– Sell
-8,829
Closed -$3.8M – 85
2024
Q3 		$3.8M Buy
8,829
+148
+2% +$63.3K 1.17% 25
2024
Q2 		$3.88M Buy
8,681
+85
+1% +$35.9K 1.3% 27
2024
Q1 		$3.62M Sell
8,596
-417
-5% -$169K 1.3% 24
2023
Q4 		$3.39M Buy
9,013
+509
+6% +$181K 1.39% 27
2023
Q3 		$2.69M Buy
8,504
+841
+11% +$278K 1.29% 29
2023
Q2 		$2.61M Buy
7,663
+136
+2% +$42.6K 1.21% 29
2023
Q1 		$2.17M Sell
7,527
-506
-6% -$129K 1.13% 29
2022
Q4 		$1.93M Buy
8,033
+30
+0.4% +$7.2K 1.11% 27
2022
Q3 		$1.86M Buy
8,003
+236
+3% +$62.3K 1.16% 25
2022
Q2 		$2M Buy
7,767
+262
+3% +$71.1K 1.37% 24
2022
Q1 		$2.31M Sell
7,505
-78
-1% -$23.5K 1.37% 25
2021
Q4 		$2.55M Buy
+7,583
New +$2.46M 1.43% 27

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zimmermann Investment Management & Planning's MSFT Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Microsoft (MSFT) in Q4 2024, closing a stake of 8,829 shares — an estimated $3.8M sold.

Zimmermann Investment Management & Planning first reported a position in MSFT in Q4 2021 and held it in 12 quarters. The position peaked at $3.88M in Q2 2024. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Microsoft position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 8,829 Microsoft shares in Q4 2024, an estimated $3.8M.
  • Zimmermann Investment Management & Planning first reported a position in Microsoft in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Microsoft position peaked at $3.88M in Q2 2024.
  • 5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.