SEC 13F Intelligence

Vident Investment Advisory, LLC / MSFT

Vident Investment Advisory, LLC’s Microsoft Corp Position

Does Vident Investment Advisory, LLC own Microsoft Corp (MSFT)? Not currently — the last reported position was 103.3K shares worth $35M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$35M
Q2 2023
Shares
103.3K
% of Portfolio
+1.21%
Quarters Held
19
position exited

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $661,000Q2 ’19: $656,000Q3 ’19: $674,000Q3 ’19Q4 ’19: $573,000Q1 ’20: $9MQ2 ’20: $7MQ2 ’20Q3 ’20: $8MQ4 ’20: $7MQ1 ’21: $10MQ1 ’21Q2 ’21: $12MQ3 ’21: $13MQ4 ’21: $20MQ4 ’21Q1 ’22: $18MQ2 ’22: $18MQ3 ’22: $15MQ3 ’22Q4 ’22: $25MQ1 ’23: $37MQ2 ’23: $35MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023103.3K$35M+1.21%
Q1 2023128.7K$37M+1.20%
Q4 2022102.7K$25M+0.93%
Q3 202277.5K$15M+0.47%
Q2 202270.0K$18M+0.54%
Q1 202258.2K$18M+0.47%
Q4 202160.0K$20M+0.52%
Q3 202147.3K$13M+0.40%
Q2 202143.1K$12M+0.35%
Q1 202141.0K$10M+0.32%
Q4 202033.1K$7M+0.30%
Q3 202038.1K$8M+0.40%
Q2 202034.3K$7M+0.37%
Q1 202058.1K$9M+0.56%
Q4 20193.6K$573,000+0.04%
Q3 20194.8K$674,000+0.06%
Q2 20194.9K$656,000+0.05%
Q1 20195.6K$661,000+0.04%
Q4 201820.3K$2M+0.12%

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