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Calvert Investment Management’s Strategic Education STRA Stock Holding History

Calvert Investment Management’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-132,067
Closed -$7.26M – 738
2015
Q3 		$7.26M Buy
132,067
+50,226
+61% +$2.57M 0.36% 73
2015
Q2 		$3.53M Buy
81,841
+8,513
+12% +$417K 0.16% 126
2015
Q1 		$3.92M Buy
73,328
+13,182
+22% +$847K 0.25% 109
2014
Q4 		$4.47M Buy
60,146
+9,172
+18% +$649K 0.31% 97
2014
Q3 		$3.05M Buy
+50,974
New +$2.88M 0.23% 117

Other funds holding STRA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $913M AUM 11.84% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Calvert Investment Management's STRA Position: Q4 2015 in Review

Calvert Investment Management sold out of Strategic Education (STRA) in Q4 2015, closing a stake of 132,067 shares — an estimated $7.26M sold.

Calvert Investment Management first reported a position in STRA in Q3 2014 and held it in 5 quarters. The position peaked at $7.26M in Q3 2015. 139 funds tracked by Wall St. Rank hold STRA as of Q4 2015.

  • Calvert Investment Management reported no remaining Strategic Education position as of Q4 2015 after selling out during the quarter.
  • Calvert Investment Management sold 132,067 Strategic Education shares in Q4 2015, an estimated $7.26M.
  • Calvert Investment Management first reported a position in Strategic Education in Q3 2014 and held it in 5 quarters.
  • Calvert Investment Management's Strategic Education position peaked at $7.26M in Q3 2015.
  • 139 funds tracked by Wall St. Rank held Strategic Education as of Q4 2015.

Based on Calvert Investment Management's 13F filing for Q4 2015, filed 11 Feb 2016.