SEC 13F Intelligence

Wintrust Investments LLC / MSFT

Wintrust Investments LLC’s Microsoft Corp Position

Does Wintrust Investments LLC own Microsoft Corp (MSFT)? Yes7.0K shares worth $3M (+2.60% of its 13F portfolio) as of Q4 2024, down from 7.2K shares the prior filed quarter.

Position Value
$3M
Q4 2024
Shares
7.0K
% of Portfolio
+2.60%
Quarters Held
24
currently held

Position History MSFT

Reported value by quarter
Q1 ’19: $14MQ1 ’19Q2 ’19: $10MQ3 ’19: $13MQ4 ’19: $14MQ4 ’19Q1 ’20: $19MQ2 ’20: $22MQ3 ’20: $24MQ3 ’20Q4 ’20: $26MQ1 ’21: $32MQ2 ’21: $35MQ2 ’21Q3 ’21: $33MQ4 ’21: $36MQ1 ’22: $31MQ1 ’22Q2 ’22: $18MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $10MQ2 ’23: $17MQ3 ’23: $19MQ3 ’23Q4 ’23: $28MQ1 ’24: $31MQ2 ’24: $33MQ2 ’24Q3 ’24: $3MQ4 ’24: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20247.0K$3M+2.60%
Q3 20247.2K$3M+2.31%
Q2 202473.5K$33M+2.67%
Q1 202472.8K$31M+2.70%
Q4 202374.4K$28M+2.71%
Q3 202361.0K$19M+2.02%
Q2 202351.4K$17M+1.75%
Q1 202333.4K$10M+1.23%
Q4 202232.9K$8M+1.03%
Q3 202231.7K$7M+0.92%
Q2 202271.7K$18M+2.20%
Q1 2022100.5K$31M+2.98%
Q4 2021106.5K$36M+3.40%
Q3 2021117.8K$33M+4.48%
Q2 2021130.4K$35M+3.63%
Q1 2021133.9K$32M+3.26%
Q4 2020118.3K$26M+7.48%
Q3 2020115.9K$24M+3.35%
Q2 2020108.1K$22M+3.08%
Q1 2020122.2K$19M+3.16%
Q4 201991.8K$14M+2.03%
Q3 201991.3K$13M+1.89%
Q2 201975.0K$10M+1.52%
Q1 2019115.2K$14M+2.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wintrust Investments LLC’s full portfolio or all institutional holders of MSFT.