SEC 13F Intelligence

Balasa Dinverno & Foltz LLC / MSFT

Balasa Dinverno & Foltz LLC’s Microsoft Corp Position

Does Balasa Dinverno & Foltz LLC own Microsoft Corp (MSFT)? Yes70.9K shares worth $17M (+1.04% of its 13F portfolio) as of Q3 2022, up from 68.7K shares the prior filed quarter.

Position Value
$17M
Q3 2022
Shares
70.9K
% of Portfolio
+1.04%
Quarters Held
16
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ2 ’19Q3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ2 ’20Q3 ’20: $10MQ4 ’20: $12MQ4 ’20Q1 ’21: $14MQ2 ’21: $17MQ2 ’21Q3 ’21: $19MQ4 ’21: $22MQ4 ’21Q1 ’22: $21MQ2 ’22: $18MQ2 ’22Q3 ’22: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202270.9K$17M+1.04%
Q2 202268.7K$18M+1.11%
Q1 202267.0K$21M+1.39%
Q4 202166.7K$22M+1.45%
Q3 202165.8K$19M+1.29%
Q2 202162.5K$17M+1.22%
Q1 202160.1K$14M+1.14%
Q4 202053.2K$12M+0.98%
Q3 202045.5K$10M+0.91%
Q2 202038.9K$8M+0.88%
Q1 202046.9K$7M+0.93%
Q4 201946.7K$7M+0.78%
Q3 201946.7K$6M+0.75%
Q2 201944.8K$6M+0.70%
Q1 201944.6K$5M+0.63%
Q4 201843.9K$4M+0.56%

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