BP
NET icon

BBR Partners’s Cloudflare NET Stock Holding History

BBR Partners’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-26,028
Closed -$1.18M – 179
2022
Q4 		$1.18M Buy
26,028
+2,007
+8% +$99.3K 0.13% 61
2022
Q3 		$1.33M Buy
24,021
+3,411
+17% +$203K 0.17% 59
2022
Q2 		$902K Hold
20,610
– – 0.11% 91
2022
Q1 		$2.47M Hold
20,610
– – 0.23% 55
2021
Q4 		$2.71M Sell
20,610
-2,349
-10% -$394K 0.32% 40
2021
Q3 		$2.59M Buy
22,959
+3,370
+17% +$403K 0.21% 40
2021
Q2 		$2.07M Buy
19,589
+5,771
+42% +$478K 0.16% 54
2021
Q1 		$971K Buy
13,818
+4,825
+54% +$372K 0.08% 101
2020
Q4 		$683K Hold
8,993
– – 0.06% 99
2020
Q3 		$369K Buy
+8,993
New +$344K 0.03% 132

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

BBR Partners's NET Position: Q1 2023 in Review

BBR Partners sold out of Cloudflare (NET) in Q1 2023, closing a stake of 26,028 shares — an estimated $1.18M sold.

BBR Partners first reported a position in NET in Q3 2020 and held it in 10 quarters. The position peaked at $2.71M in Q4 2021. 570 funds tracked by Wall St. Rank hold NET as of Q1 2023.

  • BBR Partners reported no remaining Cloudflare position as of Q1 2023 after selling out during the quarter.
  • BBR Partners sold 26,028 Cloudflare shares in Q1 2023, an estimated $1.18M.
  • BBR Partners first reported a position in Cloudflare in Q3 2020 and held it in 10 quarters.
  • BBR Partners's Cloudflare position peaked at $2.71M in Q4 2021.
  • 570 funds tracked by Wall St. Rank held Cloudflare as of Q1 2023.

Based on BBR Partners's 13F filing for Q1 2023, filed 11 May 2023.