Number of Shares
5,690.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
5.1%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
151.07%

Ancora Dividend Value Equity Fund's Microsoft Corp Holding Summary

As of 2025-03-31, ANCORA TRUST held 5,690.00 shares of Microsoft Corp(MSFT), totaling $2.14 Mil. This investment constitutes 5.1% of their stock portfolio, and ANCORA TRUST now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q1. And since then Ancora Dividend Value Equity Fund has made 5 purchases of MSFT, at an average price of $191.07, for a total of 6,650.00 shares. In addition, there have been 2 sales at an average price of $328.27 for 960.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Ancora Dividend Value Equity Fund's estimated gain on his MSFT holdings is $1.92 Mil, reflecting a 151.07% gain to date.

Ancora Dividend Value Equity Fund MSFT ($505.27) Holding Chart

Ancora Dividend Value Equity Fund MSFT ($505.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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