LSAG
MSTR icon

Lake Street Advisors Group’s Strategy Inc MSTR Stock Holding History

Lake Street Advisors Group’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 		$1.76M Buy
6,060
+1,452
+32% +$437K 0.08% 156
2024
Q3 		$777K Buy
+4,608
New +$659K 0.04% 251
2024
Q1 		– Sell
-4,730
Closed -$299K – 669
2023
Q4 		$299K Buy
+4,730
New +$224K 0.02% 438

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 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

Lake Street Advisors Group's MSTR Position: Q4 2024 in Review

Lake Street Advisors Group increased its Strategy Inc (MSTR) stake by 32% in Q4 2024, buying an estimated $437K and bringing the position to 6,060 shares worth $1.76M. The position accounts for 0.08% of the portfolio, ranked #156.

Lake Street Advisors Group first reported a position in MSTR in Q4 2023 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

  • Lake Street Advisors Group held 6,060 shares of Strategy Inc worth $1.76M as of Q4 2024.
  • Lake Street Advisors Group bought 1,452 Strategy Inc shares in Q4 2024, an estimated $437K.
  • Strategy Inc made up 0.08% of Lake Street Advisors Group's portfolio in Q4 2024, its #156 holding.
  • Lake Street Advisors Group first reported a position in Strategy Inc in Q4 2023 and has held it in 3 quarters since.
  • 990 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.