Berman Capital Advisors’s CrowdStrike CRWD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$890K	Buy	14,508 +592	+4%	+$38.2K	0.14%	80
2021 Q2	$873K	Buy	13,916 +2,044	+17%	+$110K	0.14%	75
2021 Q1	$541K	Buy	11,872 +468	+4%	+$24.8K	0.11%	94
2020 Q4	$603K	Buy	11,404 +140	+1%	+$5.46K	0.14%	77
2020 Q3	$386K	Sell	11,264 -8,040	-42%	-$234K	0.11%	85
2020 Q2	$483K	Buy	+19,304	New	+$387K	0.13%	70

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Berman Capital Advisors's CRWD Position: Q3 2021 in Review

Berman Capital Advisors increased its CrowdStrike (CRWD) stake by 4.3% in Q3 2021, buying an estimated $38.2K and bringing the position to 14,508 shares worth $890K. The position accounts for 0.14% of the portfolio, ranked #80.

Berman Capital Advisors first reported a position in CRWD in Q2 2020 and has held it in 6 quarters since. 1,023 funds tracked by Wall St. Rank hold CRWD as of Q3 2021.

Berman Capital Advisors held 14,508 shares of CrowdStrike worth $890K as of Q3 2021.
Berman Capital Advisors bought 592 CrowdStrike shares in Q3 2021, an estimated $38.2K.
CrowdStrike made up 0.14% of Berman Capital Advisors's portfolio in Q3 2021, its #80 holding.
Berman Capital Advisors first reported a position in CrowdStrike in Q2 2020 and has held it in 6 quarters since.
1,023 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.