Number of Shares
206,391.00
Current Holdings Value*
$77.48 Mil
% of Portfolio
5.43%
Total Estimate Gain
$76.95 Mil
% of Total Estimate Gain
214.50%

Aureus Asset Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Aureus Asset Management, LLC held 206,391.00 shares of Microsoft Corp(MSFT), totaling $77.48 Mil. This investment constitutes 5.43% of their stock portfolio, and Aureus Asset Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then Aureus Asset Management, LLC has made 24 purchases of MSFT, at an average price of $147.38, for a total of 243,410.00 shares. In addition, there have been 14 sales at an average price of $272.73 for 37,019.00 shares. Based on historical transaction data and MSFT's current price of $497.72, Aureus Asset Management, LLC's estimated gain on his MSFT holdings is $76.95 Mil, reflecting a 214.50% gain to date.

Aureus Asset Management, LLC MSFT ($497.72) Holding Chart

Aureus Asset Management, LLC MSFT ($497.72) 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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