Number of Shares
84,261.00
Current Holdings Value*
$33.30 Mil
% of Portfolio
2.84%
Total Estimate Gain
$88.74 Mil
% of Total Estimate Gain
78.93%

Disciplined U.S. Growth Equity Portfolio's Microsoft Corp Holding Summary

As of 2025-04-30, Disciplined U.S. Growth Equity Portfolio held 84,261.00 shares of Microsoft Corp(MSFT), totaling $33.30 Mil. This investment constitutes 2.84% of their stock portfolio, and Disciplined U.S. Growth Equity Portfolio now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Disciplined U.S. Growth Equity Portfolio has made 1 purchases of MSFT, at an average price of $147.12, for a total of 764,205.00 shares. In addition, there have been 15 sales at an average price of $232.59 for 679,944.00 shares. Based on historical transaction data and MSFT's current price of $510.64, Disciplined U.S. Growth Equity Portfolio's estimated gain on his MSFT holdings is $88.74 Mil, reflecting a 78.93% gain to date.

Disciplined U.S. Growth Equity Portfolio MSFT ($510.64) Holding Chart

Disciplined U.S. Growth Equity Portfolio MSFT ($510.64) 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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