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Meitav Investment House’s Strategy Inc MSTR Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-17,270
Closed -$671K – 438
2020
Q4 		$671K Sell
17,270
-16,960
-50% -$396K 0.03% 228
2020
Q3 		$515K Buy
34,230
+8,760
+34% +$118K 0.03% 254
2020
Q2 		$301K Sell
25,470
-21,570
-46% -$262K 0.02% 309
2020
Q1 		$556K Sell
47,040
-13,560
-22% -$184K 0.04% 212
2019
Q4 		$864K Sell
60,600
-5,310
-8% -$79.1K 0.06% 186
2019
Q3 		$986K Sell
65,910
-15,400
-19% -$211K 0.07% 166
2019
Q2 		$1.15M Buy
+81,310
New +$1.15M 0.08% 144

Other funds holding MSTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Steadview Capital Management London, United Kingdom $227M AUM 56.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Meitav Investment House's MSTR Position: Q1 2021 in Review

Meitav Investment House sold out of Strategy Inc (MSTR) in Q1 2021, closing a stake of 17,270 shares — an estimated $671K sold.

Meitav Investment House first reported a position in MSTR in Q2 2019 and held it in 7 quarters. The position peaked at $1.15M in Q2 2019. 286 funds tracked by Wall St. Rank hold MSTR as of Q1 2021.

  • Meitav Investment House reported no remaining Strategy Inc position as of Q1 2021 after selling out during the quarter.
  • Meitav Investment House sold 17,270 Strategy Inc shares in Q1 2021, an estimated $671K.
  • Meitav Investment House first reported a position in Strategy Inc in Q2 2019 and held it in 7 quarters.
  • Meitav Investment House's Strategy Inc position peaked at $1.15M in Q2 2019.
  • 286 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2021.

Based on Meitav Investment House's 13F filing for Q1 2021, filed 6 May 2021.