NEW PERSPECTIVE FUND MSFT Holdings History

Number of Shares
11.17 Mil
Current Holdings Value*
$4.19 Bil
% of Portfolio
3.16%
Total Estimate Gain
$5.57 Bil
% of Total Estimate Gain
197.37%

NEW PERSPECTIVE FUND's Microsoft Corp Holding Summary

As of 2025-03-31, NEW PERSPECTIVE FUND held 11.17 Mil shares of Microsoft Corp(MSFT), totaling $4.19 Bil. This investment constitutes 3.16% of their stock portfolio, and NEW PERSPECTIVE FUND now holds 0.15% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q3. And since then NEW PERSPECTIVE FUND has made 3 purchases of MSFT, at an average price of $151.58, for a total of 18.61 Mil shares. In addition, there have been 11 sales at an average price of $360.41 for 7.43 Mil shares. Based on historical transaction data and MSFT's current price of $510.88, NEW PERSPECTIVE FUND's estimated gain on his MSFT holdings is $5.57 Bil, reflecting a 197.37% gain to date.

NEW PERSPECTIVE FUND MSFT ($510.88) Holding Chart

NEW PERSPECTIVE 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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