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Foresters Investment Management’s Strategy Inc MSTR Stock Holding History

Foresters Investment 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
2019
Q3 		$6.13M Buy
413,000
+19,000
+5% +$260K 0.12% 231
2019
Q2 		$5.65M Buy
394,000
+50,000
+15% +$706K 0.1% 258
2019
Q1 		$4.96M Buy
+344,000
New +$4.76M 0.09% 282

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foresters Investment Management's MSTR Position: Q3 2019 in Review

Foresters Investment Management increased its Strategy Inc (MSTR) stake by 4.8% in Q3 2019, buying an estimated $260K and bringing the position to 413,000 shares worth $6.13M. The position accounts for 0.12% of the portfolio, ranked #231.

Foresters Investment Management first reported a position in MSTR in Q1 2019 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold MSTR as of Q3 2019.

  • Foresters Investment Management held 413,000 shares of Strategy Inc worth $6.13M as of Q3 2019.
  • Foresters Investment Management bought 19,000 Strategy Inc shares in Q3 2019, an estimated $260K.
  • Strategy Inc made up 0.12% of Foresters Investment Management's portfolio in Q3 2019, its #231 holding.
  • Foresters Investment Management first reported a position in Strategy Inc in Q1 2019 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.