Ownership history in DILLON & ASSOCIATES INC Β· 108 quarters on record
This page tracks every 13F SEC filing in which DILLON & ASSOCIATES INC reported a position in Microsoft MSFT (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 DILLON & ASSOCIATES INC outperformed the S&P 500 by +5.2% annually on this MSFT position. Timing score: 49% (48/98 decisions correct). Average cost basis: $34.46. Maximum drawdown during holding period: β62.8%.
π₯ Exceptional β beat the S&P 500 by 5.2% per year on this position.
107 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
48 of 98 add/trim decisions correct
Best entry: $14.80 (2003 Q1) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
44 adds Β· 55 trims. Bought during 12 of 39 down-price quarters. π Predominantly trimming β distribution phase.
π DILLON & ASSOCIATES INC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 1.15% 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