MAI Managed Volatility Fund MSFT Holdings History
Number of Shares
19,736.00
Current Holdings Value*
$9.09 Mil
% of Portfolio
7.44%
Total Estimate Gain
$6.78 Mil
% of Total Estimate Gain
205.15%
MAI Managed Volatility Fund's Microsoft Corp Holding Summary
As of 2025-05-31, FORUM FUNDS held 19,736.00 shares of Microsoft Corp(MSFT), totaling $9.09 Mil. This investment constitutes 7.44% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q2. Based on historical transaction data and MSFT's current price of $510.88, MAI Managed Volatility Fund's estimated gain on his MSFT holdings is $6.78 Mil, reflecting a 205.15% gain to date.
MAI Managed Volatility Fund MSFT ($510.88) Holding Chart
MAI Managed Volatility Fund MSFT ($510.88) 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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