Accredited Investors’s Strategy Inc MSTR Stock Holding History

Accredited Investors’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-73,700	Closed	-$12.6M	–	227
2024 Q1	$12.6M	Sell	73,700 -11,230	-13%	-$1.02M	0.81%	27
2023 Q4	$5.36M	Buy	+84,930	New	+$4.03M	0.38%	39

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Investors's MSTR Position: Q2 2024 in Review

Accredited Investors sold out of Strategy Inc (MSTR) in Q2 2024, closing a stake of 73,700 shares — an estimated $12.6M sold.

Accredited Investors first reported a position in MSTR in Q4 2023 and held it in 2 quarters. The position peaked at $12.6M in Q1 2024. 591 funds tracked by Wall St. Rank hold MSTR as of Q2 2024.

Accredited Investors reported no remaining Strategy Inc position as of Q2 2024 after selling out during the quarter.
Accredited Investors sold 73,700 Strategy Inc shares in Q2 2024, an estimated $12.6M.
Accredited Investors first reported a position in Strategy Inc in Q4 2023 and held it in 2 quarters.
Accredited Investors's Strategy Inc position peaked at $12.6M in Q1 2024.
591 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2024.

Based on Accredited Investors's 13F filing for Q2 2024, filed 19 Jul 2024.