Discovery Portfolio MSTR Holdings History

Number of Shares
183,477.00
Current Holdings Value*
$52.89 Mil
% of Portfolio
5.68%
Total Estimate Gain
$145.19 Mil
% of Total Estimate Gain
180.35%

Discovery Portfolio's Strategy Holding Summary

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND TRUST held 183,477.00 shares of Strategy(MSTR), totaling $52.89 Mil. This investment constitutes 5.68% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND TRUST now holds 0.07% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2020Q4. And since then Discovery Portfolio has made 5 purchases of MSTR, at an average price of $44.25, for a total of 1.82 Mil shares. In addition, there have been 11 sales at an average price of $94.62 for 1.64 Mil shares. Based on historical transaction data and MSTR's current price of $386.44, Discovery Portfolio's estimated gain on his MSTR holdings is $145.19 Mil, reflecting a 180.35% gain to date.

Discovery Portfolio MSTR ($386.44) Holding Chart

Discovery Portfolio MSTR ($386.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1