Ownership history in MAI Capital Management Β· 147 quarters on record
This page tracks every 13F SEC filing in which MAI Capital Management 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 MAI Capital Management outperformed the S&P 500 by +0.7% annually on this MSFT position. Timing score: 50% (72/143 decisions correct). Average cost basis: $313.05. Maximum drawdown during holding period: β52.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
34 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
72 of 143 add/trim decisions correct
Best entry: $13.33 (2002 Q3) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
78 adds Β· 66 trims. Bought during 21 of 35 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.03% 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