EVR Research’s Strategy Inc MSTR Stock Holding History

EVR Research’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
2021 Q1	–	Sell	-100,000	Closed	-$3.89M	–	27
2020 Q4	$3.89M	Buy	+100,000	New	+$2.34M	3.18%	11

Other funds holding MSTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCM

Steadview Capital Management London, United Kingdom $333M AUM 62.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EVR Research's MSTR Position: Q1 2021 in Review

EVR Research sold out of Strategy Inc (MSTR) in Q1 2021, closing a stake of 100,000 shares — an estimated $3.89M sold.

EVR Research first reported a position in MSTR in Q4 2020 and held it in 1 quarter. The position peaked at $3.89M in Q4 2020. 287 funds tracked by Wall St. Rank hold MSTR as of Q1 2021.

EVR Research reported no remaining Strategy Inc position as of Q1 2021 after selling out during the quarter.
EVR Research sold 100,000 Strategy Inc shares in Q1 2021, an estimated $3.89M.
EVR Research first reported a position in Strategy Inc in Q4 2020 and held it in 1 quarter.
EVR Research's Strategy Inc position peaked at $3.89M in Q4 2020.
287 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2021.

Based on EVR Research's 13F filing for Q1 2021, filed 17 May 2021.