SEC 13F Intelligence

Freedman Financial Associates, Inc. / MSFT

Freedman Financial Associates, Inc.’s Microsoft Corp Position

Does Freedman Financial Associates, Inc. own Microsoft Corp (MSFT)? Not currently — the last reported position was 5.1K shares worth $2M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$2M
Q1 2022
Shares
5.1K
% of Portfolio
+1.10%
Quarters Held
6
position exited

Position History MSFT

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ1 ’21Q2 ’21: $1MQ2 ’21Q3 ’21: $1MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20225.1K$2M+1.10%
Q4 20215.0K$2M+1.15%
Q3 20215.0K$1M+1.03%
Q2 20214.8K$1M+0.98%
Q1 20215.2K$1M+1.00%
Q4 20205.2K$1M+1.03%

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