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IQ EQ Fund Management’s Strategic Education STRA Stock Holding History

IQ EQ Fund 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
2023
Q4 		– Sell
-5,192
Closed -$391K – 309
2023
Q3 		$391K Buy
5,192
+422
+9% +$31K 0.08% 184
2023
Q2 		$324K Sell
4,770
-341
-7% -$27.9K 0.06% 192
2023
Q1 		$459K Buy
5,111
+1,064
+26% +$94.2K 0.09% 156
2022
Q4 		$317K Hold
4,047
– – 0.07% 161
2022
Q3 		$249K Sell
4,047
-2,830
-41% -$190K 0.06% 178
2022
Q2 		$485K Buy
6,877
+356
+5% +$23.6K 0.1% 151
2022
Q1 		$433K Sell
6,521
-228
-3% -$13.4K 0.07% 166
2021
Q4 		$390K Buy
6,749
+305
+5% +$19.1K 0.06% 180
2021
Q3 		$454K Sell
6,444
-845
-12% -$63K 0.07% 193
2021
Q2 		$554K Buy
7,289
+2,346
+47% +$187K 0.08% 181
2021
Q1 		$454K Buy
4,943
+2,129
+76% +$191K 0.08% 186
2020
Q4 		$268K Buy
+2,814
New +$261K 0.06% 204

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IQ EQ Fund Management's STRA Position: Q4 2023 in Review

IQ EQ Fund Management sold out of Strategic Education (STRA) in Q4 2023, closing a stake of 5,192 shares — an estimated $391K sold.

IQ EQ Fund Management first reported a position in STRA in Q4 2020 and held it in 12 quarters. The position peaked at $554K in Q2 2021. 204 funds tracked by Wall St. Rank hold STRA as of Q4 2023.

  • IQ EQ Fund Management reported no remaining Strategic Education position as of Q4 2023 after selling out during the quarter.
  • IQ EQ Fund Management sold 5,192 Strategic Education shares in Q4 2023, an estimated $391K.
  • IQ EQ Fund Management first reported a position in Strategic Education in Q4 2020 and held it in 12 quarters.
  • IQ EQ Fund Management's Strategic Education position peaked at $554K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held Strategic Education as of Q4 2023.

Based on IQ EQ Fund Management's 13F filing for Q4 2023, filed 9 Feb 2024.