Meehan Focus Fund MSFT Holdings History
Number of Shares
30,060.00
Current Holdings Value*
$11.93 Mil
% of Portfolio
8.07%
Total Estimate Gain
$6.08 Mil
% of Total Estimate Gain
49.90%
Meehan Focus Fund's Microsoft Corp Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 30,060.00 shares of Microsoft Corp(MSFT), totaling $11.93 Mil. This investment constitutes 8.07% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. In addition, there have been 6 sales at an average price of $393.41 for 8,940.00 shares. Based on historical transaction data and MSFT's current price of $490.11, Meehan Focus Fund's estimated gain on his MSFT holdings is $6.08 Mil, reflecting a 49.90% gain to date.
Meehan Focus Fund MSFT ($490.11) Holding Chart
Meehan Focus Fund MSFT ($490.11) 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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