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Rockbridge Investment Management’s Strategic Education STRA Stock Holding History

Rockbridge Investment Management’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
2022
Q1 		– Sell
-1,499
Closed -$87K – 848
2021
Q4 		$87K Buy
+1,499
New +$94K 0.01% 273

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rockbridge Investment Management's STRA Position: Q1 2022 in Review

Rockbridge Investment Management sold out of Strategic Education (STRA) in Q1 2022, closing a stake of 1,499 shares — an estimated $87K sold.

Rockbridge Investment Management first reported a position in STRA in Q4 2021 and held it in 1 quarter. The position peaked at $87K in Q4 2021. 169 funds tracked by Wall St. Rank hold STRA as of Q1 2022.

  • Rockbridge Investment Management reported no remaining Strategic Education position as of Q1 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,499 Strategic Education shares in Q1 2022, an estimated $87K.
  • Rockbridge Investment Management first reported a position in Strategic Education in Q4 2021 and held it in 1 quarter.
  • Rockbridge Investment Management's Strategic Education position peaked at $87K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held Strategic Education as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.