Advisory Research’s CrowdStrike CRWD Stock Holding History

Advisory Research’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,568	Closed	-$547K	–	196
2023 Q4	$547K	Buy	8,568 +2,080	+32%	+$109K	0.08%	227
2023 Q3	$271K	Hold	6,488	–	–	0.04%	392
2023 Q2	$238K	Buy	+6,488	New	+$226K	0.03%	418
2022 Q4	–	Sell	-5,032	Closed	-$207K	–	374
2022 Q3	$207K	Sell	5,032 -3,876	-44%	-$177K	0.02%	305
2022 Q2	$375K	Buy	8,908 +2,016	+29%	+$91.3K	0.04%	257
2022 Q1	$391K	Buy	6,892 +924	+15%	+$43K	0.03%	277
2021 Q4	$305K	Sell	5,968 -1,300	-18%	-$79.2K	0.02%	282
2021 Q3	$447K	Sell	7,268 -112	-2%	-$7.22K	0.03%	254
2021 Q2	$464K	Buy	7,380 +1,504	+26%	+$80.9K	0.03%	271
2021 Q1	$268K	Sell	5,876 -864	-13%	-$45.7K	0.02%	309
2020 Q4	$357K	Sell	6,740 -5,528	-45%	-$215K	0.03%	278
2020 Q3	$421K	Sell	12,268 -1,544	-11%	-$45K	0.04%	245
2020 Q2	$346K	Sell	13,812 -7,588	-35%	-$152K	0.03%	273
2020 Q1	$298K	Buy	+21,400	New	+$302K	0.02%	245

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisory Research's CRWD Position: Q1 2024 in Review

Advisory Research sold out of CrowdStrike (CRWD) in Q1 2024, closing a stake of 8,568 shares — an estimated $547K sold.

Advisory Research first reported a position in CRWD in Q1 2020 and held it in 14 quarters. The position peaked at $547K in Q4 2023. 1,543 funds tracked by Wall St. Rank hold CRWD as of Q1 2024.

Advisory Research reported no remaining CrowdStrike position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 8,568 CrowdStrike shares in Q1 2024, an estimated $547K.
Advisory Research first reported a position in CrowdStrike in Q1 2020 and held it in 14 quarters.
Advisory Research's CrowdStrike position peaked at $547K in Q4 2023.
1,543 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.