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Systematic Financial Management’s Strategy Inc MSTR Stock Holding History

Systematic Financial Management’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
2020
Q3 		– Sell
-27,950
Closed -$331K – 368
2020
Q2 		$331K Buy
+27,950
New +$340K 0.02% 263

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Systematic Financial Management's MSTR Position: Q3 2020 in Review

Systematic Financial Management sold out of Strategy Inc (MSTR) in Q3 2020, closing a stake of 27,950 shares — an estimated $331K sold.

Systematic Financial Management first reported a position in MSTR in Q2 2020 and held it in 1 quarter. The position peaked at $331K in Q2 2020. 179 funds tracked by Wall St. Rank hold MSTR as of Q3 2020.

  • Systematic Financial Management reported no remaining Strategy Inc position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 27,950 Strategy Inc shares in Q3 2020, an estimated $331K.
  • Systematic Financial Management first reported a position in Strategy Inc in Q2 2020 and held it in 1 quarter.
  • Systematic Financial Management's Strategy Inc position peaked at $331K in Q2 2020.
  • 179 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.