Surevest, LLC’s Microsoft Corp Position
Does Surevest, LLC own Microsoft Corp (MSFT)? Yes — 20.5K shares worth $5M (+1.30% of its 13F portfolio) as of Q3 2022, up from 20.5K shares the prior filed quarter.
Position Value
$5M
Q3 2022
Shares
20.5K
% of Portfolio
+1.30%
Quarters Held
16
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2022 | 20.5K | $5M | +1.30% |
| Q2 2022 | 20.5K | $5M | +1.38% |
| Q1 2022 | 18.9K | $6M | +1.41% |
| Q4 2021 | 22.7K | $8M | +1.81% |
| Q3 2021 | 24.0K | $7M | +1.71% |
| Q2 2021 | 23.2K | $6M | +1.64% |
| Q1 2021 | 23.2K | $5M | +1.65% |
| Q4 2020 | 22.9K | $5M | +1.70% |
| Q3 2020 | 21.9K | $5M | +1.81% |
| Q2 2020 | 22.2K | $5M | +2.00% |
| Q1 2020 | 19.6K | $3M | +1.68% |
| Q4 2019 | 6.5K | $1M | +0.44% |
| Q3 2019 | 5.9K | $818,000 | +0.40% |
| Q2 2019 | 5.4K | $719,000 | +0.37% |
| Q1 2019 | 3.9K | $462,000 | +0.28% |
| Q4 2018 | 4.8K | $489,000 | +0.39% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of MSFT.