SEC 13F Intelligence

Cubic Asset Management, LLC / MSFT

Cubic Asset Management, LLC’s Microsoft Corp Position

Does Cubic Asset Management, LLC own Microsoft Corp (MSFT)? Yes60.3K shares worth $25M (+6.01% of its 13F portfolio) as of Q1 2024, down from 60.4K shares the prior filed quarter.

Position Value
$25M
Q1 2024
Shares
60.3K
% of Portfolio
+6.01%
Quarters Held
22
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $11MQ2 ’19: $11MQ3 ’19: $11MQ3 ’19Q4 ’19: $13MQ1 ’20: $12MQ2 ’20: $14MQ2 ’20Q3 ’20: $14MQ4 ’20: $15MQ1 ’21: $16MQ1 ’21Q2 ’21: $18MQ3 ’21: $18MQ4 ’21: $22MQ4 ’21Q1 ’22: $17MQ2 ’22: $14MQ3 ’22: $13MQ3 ’22Q4 ’22: $13MQ1 ’23: $15MQ2 ’23: $17MQ2 ’23Q3 ’23: $19MQ4 ’23: $23MQ1 ’24: $25MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202460.3K$25M+6.01%
Q4 202360.4K$23M+5.84%
Q3 202361.3K$19M+5.33%
Q2 202350.2K$17M+4.60%
Q1 202352.7K$15M+4.25%
Q4 202252.9K$13M+3.63%
Q3 202254.6K$13M+3.79%
Q2 202254.6K$14M+3.78%
Q1 202255.3K$17M+3.97%
Q4 202164.4K$22M+4.91%
Q3 202164.8K$18M+4.52%
Q2 202165.1K$18M+4.35%
Q1 202165.8K$16M+4.10%
Q4 202067.0K$15M+4.42%
Q3 202066.6K$14M+5.03%
Q2 202070.3K$14M+5.12%
Q1 202073.8K$12M+4.71%
Q4 201980.6K$13M+3.58%
Q3 201981.4K$11M+3.39%
Q2 201981.6K$11M+3.28%
Q1 201994.8K$11M+3.31%
Q4 2018110.7K$11M+3.67%

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