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Mirabella Financial Services’s Strategic Education STRA Stock Holding History

Mirabella Financial Services’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,493
Closed -$413K – 580
2023
Q3 		$413K Buy
+5,493
New +$404K 0.06% 245
2023
Q2 		– Sell
-5,277
Closed -$474K – 649
2023
Q1 		$474K Buy
+5,277
New +$467K 0.07% 221

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirabella Financial Services's STRA Position: Q4 2023 in Review

Mirabella Financial Services sold out of Strategic Education (STRA) in Q4 2023, closing a stake of 5,493 shares — an estimated $413K sold.

Mirabella Financial Services first reported a position in STRA in Q1 2023 and held it in 2 quarters. The position peaked at $474K in Q1 2023. 204 funds tracked by Wall St. Rank hold STRA as of Q4 2023.

  • Mirabella Financial Services reported no remaining Strategic Education position as of Q4 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 5,493 Strategic Education shares in Q4 2023, an estimated $413K.
  • Mirabella Financial Services first reported a position in Strategic Education in Q1 2023 and held it in 2 quarters.
  • Mirabella Financial Services's Strategic Education position peaked at $474K in Q1 2023.
  • 204 funds tracked by Wall St. Rank held Strategic Education as of Q4 2023.

Based on Mirabella Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.