JGC
MSTR icon

J. Goldman & Co’s Strategy Inc MSTR Stock Holding History

J. Goldman & Co’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
2014
Q3 		– Sell
-400,000
Closed -$5.63M – 321
2014
Q2 		$5.63M Sell
400,000
-800,000
-67% -$10.2M 0.41% 65
2014
Q1 		$13.8M Buy
+1,200,000
New +$15M 1.02% 16
2013
Q4 		– Sell
-400,000
Closed -$4.15M – 275
2013
Q3 		$4.15M Sell
400,000
-50,000
-11% -$487K 0.39% 85
2013
Q2 		$3.91M Buy
+450,000
New +$4.21M 0.4% 77

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return