Amalgamated Financial’s Strategy Inc MSTR Stock Holding History

Amalgamated Financial’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
2022 Q1	$726K	Buy	+14,920	New	+$646K	0.01%	1339

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amalgamated Financial's MSTR Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Strategy Inc (MSTR) in Q1 2022: 14,920 shares worth $726K. The stake represents 0.01% of the portfolio and ranks #1339 among its holdings.

268 funds tracked by Wall St. Rank hold MSTR as of Q1 2022.

Amalgamated Financial held 14,920 shares of Strategy Inc worth $726K as of Q1 2022.
Strategy Inc was a new Amalgamated Financial position in Q1 2022.
Strategy Inc made up 0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1339 holding.
268 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.