Ownership history in MBA Advisors LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which MBA Advisors LLC reported a position in MICROSOFT (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 MBA Advisors LLC outperformed the S&P 500 by +5.4% annually on this MSFT position. Timing score: 58% (11/19 decisions correct). Average cost basis: $260.94. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 5.4% per year on this position.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 19 add/trim decisions correct
Best entry: $226.24 (2021 Q1) Β· Worst: $482.52 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 12 trims. Bought during 4 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.24% 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