Ownership history in Challenger Wealth Management Β· 5 quarters on record
This page tracks every 13F SEC filing in which Challenger Wealth Management 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 Challenger Wealth Management outperformed the S&P 500 by +2.5% annually on this MSFT position. Timing score: 25% (1/4 decisions correct). Average cost basis: $417.46. Maximum drawdown during holding period: β10.8%.
β
Outperformed SPY on this position by 2.5% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $417.46 (2024 Q4) Β· Worst: $417.46 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 4 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.17% 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