Number of Shares
60,589.00
Current Holdings Value*
$23.95 Mil
% of Portfolio
6.06%
Total Estimate Gain
$66.74 Mil
% of Total Estimate Gain
100.48%

Vulcan Value Partners Fund's Microsoft Corp Holding Summary

As of 2025-04-30, FINANCIAL INVESTORS TRUST held 60,589.00 shares of Microsoft Corp(MSFT), totaling $23.95 Mil. This investment constitutes 6.06% of their stock portfolio, and FINANCIAL INVESTORS TRUST now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Vulcan Value Partners Fund has made 5 purchases of MSFT, at an average price of $163.40, for a total of 406,489.00 shares. In addition, there have been 15 sales at an average price of $295.62 for 345,900.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Vulcan Value Partners Fund's estimated gain on his MSFT holdings is $66.74 Mil, reflecting a 100.48% gain to date.

Vulcan Value Partners Fund MSFT ($510.05) Holding Chart

Vulcan Value Partners Fund MSFT ($510.05) 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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