Calvert Balanced Fund MSFT Holdings History
Calvert Balanced Fund's Microsoft Corp Holding Summary
As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 151,451.00 shares of Microsoft Corp(MSFT), totaling $56.85 Mil. This investment constitutes 7.03% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q3. And since then Calvert Balanced Fund has made 8 purchases of MSFT, at an average price of $167.83, for a total of 254,151.00 shares. In addition, there have been 13 sales at an average price of $297.92 for 102,700.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Calvert Balanced Fund's estimated gain on his MSFT holdings is $65.44 Mil, reflecting a 153.42% gain to date.
Calvert Balanced Fund MSFT ($511.70) Holding Chart
Calvert Balanced Fund MSFT ($511.70) 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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