SEC 13F Intelligence

Rothschild & Co Asset Management US Inc. / MSFT

Rothschild & Co Asset Management US Inc.’s Microsoft Corp Position

Does Rothschild & Co Asset Management US Inc. own Microsoft Corp (MSFT)? Yes432.4K shares worth $104M (+1.58% of its 13F portfolio) as of Q4 2022, up from 427.4K shares the prior filed quarter.

Position Value
$104M
Q4 2022
Shares
432.4K
% of Portfolio
+1.58%
Quarters Held
17
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $127MQ4 ’18Q1 ’19: $145MQ2 ’19: $106MQ3 ’19: $100MQ3 ’19Q4 ’19: $111MQ1 ’20: $97MQ2 ’20: $116MQ2 ’20Q3 ’20: $59MQ4 ’20: $88MQ1 ’21: $94MQ1 ’21Q2 ’21: $109MQ3 ’21: $111MQ4 ’21: $129MQ4 ’21Q1 ’22: $141MQ2 ’22: $116MQ3 ’22: $100MQ3 ’22Q4 ’22: $104Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022432.4K$104M+1.58%
Q3 2022427.4K$100M+1.70%
Q2 2022451.0K$116M+1.78%
Q1 2022457.4K$141M+1.80%
Q4 2021383.8K$129M+1.51%
Q3 2021394.4K$111M+1.38%
Q2 2021403.2K$109M+1.30%
Q1 2021398.2K$94M+1.16%
Q4 2020394.1K$88M+1.13%
Q3 2020279.3K$59M+1.06%
Q2 2020568.5K$116M+1.70%
Q1 2020617.7K$97M+1.52%
Q4 2019705.8K$111M+1.16%
Q3 2019717.3K$100M+1.08%
Q2 2019793.5K$106M+1.13%
Q1 20191.23M$145M+1.55%
Q4 20181.25M$127M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rothschild & Co Asset Management US Inc.’s full portfolio or all institutional holders of MSFT.