Ownership history in RENAISSANCE GROUP LLC Β· 101 quarters on record
This page tracks every 13F SEC filing in which RENAISSANCE GROUP LLC reported a position in Microsoft Corp. Common (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 RENAISSANCE GROUP LLC outperformed the S&P 500 by +5.3% annually on this MSFT position. Timing score: 45% (45/99 decisions correct). Average cost basis: $19.22. Maximum drawdown during holding period: β62.5%.
π₯ Exceptional β beat the S&P 500 by 5.3% per year on this position.
100 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
45 of 99 add/trim decisions correct
Best entry: $13.33 (2002 Q3) Β· Worst: $233.69 (2022 Q4)
πͺ Held through 2 major drawdowns (>20%).
29 adds Β· 71 trims. Bought during 13 of 36 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.7% 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