MSFT MICROSOFT CORP

Ownership history in Ceredex Value Advisors LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Ceredex Value Advisors LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.26% (2019 Q1)
Avg. % of fund
0.84%
First filed
2018 Q1
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 74,092 -21,033 -22.1% 0.89% $38.4M $515.81
2025 Q2 REDUCED 95,125 -17,986 -15.9% 1.02% $47.3M $494.54
2025 Q1 ADDED 113,111 +9,889 +9.6% 0.93% $42.5M $372.54
2024 Q4 REDUCED 103,222 -17,741 -14.7% 0.88% $43.5M $417.46
2021 Q2 REDUCED 120,963 -64,429 -34.8% 0.37% $32.8M $260.54
2021 Q1 REDUCED 185,392 -46,231 -20.0% 0.51% $43.7M $226.24
2020 Q4 REDUCED 231,623 -704 -0.3% 0.65% $51.5M $212.93
2020 Q3 ADDED 232,327 +62,807 +37.0% 0.72% $48.9M $200.83
2020 Q2 REDUCED 169,520 -261,750 -60.7% 0.51% $34.5M $193.85
2020 Q1 ADDED 431,270 +247,205 +134.3% 1.17% $68.0M $149.81
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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