Ownership history in AMI ASSET MANAGEMENT CORP Β· 31 quarters on record
This page tracks every 13F SEC filing in which AMI ASSET MANAGEMENT CORP reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AMI ASSET MANAGEMENT CORP outperformed the S&P 500 by +9.1% annually on this MSFT position. Timing score: 45% (13/29 decisions correct). Average cost basis: $127.12. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 9.1% per year on this position.
29 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 29 add/trim decisions correct
Best entry: $106.31 (2018 Q3) Β· Worst: $414.36 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 24 trims. Bought during 0 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π AMI ASSET MANAGEMENT CORP has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 6.38% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size