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Carmichael Hill & Associates’s Strategy Inc MSTR Stock Holding History

Carmichael Hill & Associates’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
Q3 		$8.43K Hold
50
– – ﹤0.01% 605
2024
Q2 		$6.89K Buy
50
+40
+400% +$5.76K ﹤0.01% 608
2024
Q1 		$1.71K Buy
+10
New +$912 ﹤0.01% 691

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return

Carmichael Hill & Associates's MSTR Position: Q3 2024 in Review

Carmichael Hill & Associates held its Strategy Inc (MSTR) position steady in Q3 2024 at 50 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Carmichael Hill & Associates first reported a position in MSTR in Q1 2024 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold MSTR as of Q3 2024.

  • Carmichael Hill & Associates held 50 shares of Strategy Inc worth $8.43K as of Q3 2024.
  • Carmichael Hill & Associates left its Strategy Inc share count unchanged in Q3 2024.
  • Strategy Inc made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #605 holding.
  • Carmichael Hill & Associates first reported a position in Strategy Inc in Q1 2024 and has held it in 3 quarters since.
  • 660 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.