SEC 13F Intelligence

Ota Financial Group L.P. / MSFT

Ota Financial Group L.P.’s Microsoft Corp Position

Does Ota Financial Group L.P. own Microsoft Corp (MSFT)? Not currently — the last reported position was 50.0K shares worth $14M in Q1 2023; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$14M
Q1 2023
Shares
50.0K
% of Portfolio
+12.69%
Quarters Held
1
position exited

Position History MSFT

Reported value by quarter
Q1 ’23: $14MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202350.0K$14M+12.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of MSFT.