IAM
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Iridian Asset Management’s Strategy Inc MSTR Stock Holding History

Iridian Asset 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
2021
Q2 		– Sell
-13,100
Closed -$889K – 131
2021
Q1 		$889K Buy
+13,100
New +$925K 0.02% 85

Other funds holding MSTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Iridian Asset Management's MSTR Position: Q2 2021 in Review

Iridian Asset Management sold out of Strategy Inc (MSTR) in Q2 2021, closing a stake of 13,100 shares — an estimated $889K sold.

Iridian Asset Management first reported a position in MSTR in Q1 2021 and held it in 1 quarter. The position peaked at $889K in Q1 2021. 269 funds tracked by Wall St. Rank hold MSTR as of Q2 2021.

  • Iridian Asset Management reported no remaining Strategy Inc position as of Q2 2021 after selling out during the quarter.
  • Iridian Asset Management sold 13,100 Strategy Inc shares in Q2 2021, an estimated $889K.
  • Iridian Asset Management first reported a position in Strategy Inc in Q1 2021 and held it in 1 quarter.
  • Iridian Asset Management's Strategy Inc position peaked at $889K in Q1 2021.
  • 269 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2021.

Based on Iridian Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.