| Quarter | Score |
|---|---|
| 2022-Q3 | 66.4 |
| 2022-Q4 | 49.2 |
| 2023-Q1 | 49.1 |
| 2023-Q2 | 63.6 |
| 2023-Q3 | 48.4 |
| 2023-Q4 | 36.0 |
| 2024-Q1 | 34.7 |
| 2024-Q2 | 60.8 |
| 2024-Q3 | 82.9 |
| 2024-Q4 | 78.0 |
| 2025-Q1 | 78.7 |
| 2025-Q2 | 80.7 |
| 2025-Q3 | 78.9 |
| 2025-Q4 | 76.9 |
| 2026-Q1 | 77.4 |
| 2026-Q2 | 75.9 |
Funds reducing exposure or consensus momentum fading
Within 0.0% of funds' estimated purchase price
2 of 18 tracked funds hold MSTR. Avg conviction: 0.5%. Net trimming. First tracked at $168.60 (current -2.5% vs tracked).
Miller Value Partners has 1.0% in this stock
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Miller Value Partners | 1.0% | Reduce |
| Citadel Advisors | 0.0% | Reduce |