SEC 13F Intelligence

Squar Milner Financial Services LLC / MSFT

Squar Milner Financial Services LLC’s Microsoft Corp Position

Does Squar Milner Financial Services LLC own Microsoft Corp (MSFT)? Yes — 31.8K shares worth $5M (+3.02% of its 13F portfolio) as of Q1 2020, up from 30.7K shares the prior filed quarter.

Position Value
$5M
Q1 2020
Shares
31.8K
% of Portfolio
+3.02%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $5MQ4 ’19Q1 ’20: $5MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202031.8K$5M+3.02%
Q4 201930.7K$5M+2.42%
Q3 201921.5K$3M+1.83%
Q2 201920.1K$3M+1.81%
Q1 201917.8K$2M+1.55%
Q4 201816.3K$2M+1.59%

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