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Jackson Creek Investment Advisors’s Strategy Inc MSTR Stock Holding History

Jackson Creek Investment Advisors’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
2024
Q4 		– Sell
-1,250
Closed -$211K – 335
2024
Q3 		$211K Buy
+1,250
New +$179K 0.06% 290

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jackson Creek Investment Advisors's MSTR Position: Q4 2024 in Review

Jackson Creek Investment Advisors sold out of Strategy Inc (MSTR) in Q4 2024, closing a stake of 1,250 shares — an estimated $211K sold.

Jackson Creek Investment Advisors first reported a position in MSTR in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 989 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

  • Jackson Creek Investment Advisors reported no remaining Strategy Inc position as of Q4 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 1,250 Strategy Inc shares in Q4 2024, an estimated $211K.
  • Jackson Creek Investment Advisors first reported a position in Strategy Inc in Q3 2024 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Strategy Inc position peaked at $211K in Q3 2024.
  • 989 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.