Ownership history in Cumberland Partners Ltd Β· 39 quarters on record
This page tracks every 13F SEC filing in which Cumberland Partners Ltd reported a position in Microsoft Corporation (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 Cumberland Partners Ltd outperformed the S&P 500 by +12.4% annually on this MSFT position. Timing score: 42% (16/38 decisions correct). Average cost basis: $105.69. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 12.4% per year on this position.
38 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
16 of 38 add/trim decisions correct
Best entry: $45.34 (2016 Q2) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 23 trims. Bought during 4 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Cumberland Partners Ltd has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 5.68% 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