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DC Investments Management’s Strategy Inc MSTR Stock Holding History

DC Investments Management’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
2020
Q3 		– Sell
-23,400
Closed -$277K – 212
2020
Q2 		$277K Buy
+23,400
New +$285K 0.1% 245

Other funds holding MSTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DC Investments Management's MSTR Position: Q3 2020 in Review

DC Investments Management sold out of Strategy Inc (MSTR) in Q3 2020, closing a stake of 23,400 shares — an estimated $277K sold.

DC Investments Management first reported a position in MSTR in Q2 2020 and held it in 1 quarter. The position peaked at $277K in Q2 2020. 179 funds tracked by Wall St. Rank hold MSTR as of Q3 2020.

  • DC Investments Management reported no remaining Strategy Inc position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 23,400 Strategy Inc shares in Q3 2020, an estimated $277K.
  • DC Investments Management first reported a position in Strategy Inc in Q2 2020 and held it in 1 quarter.
  • DC Investments Management's Strategy Inc position peaked at $277K in Q2 2020.
  • 179 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.