Bollard Group’s CrowdStrike CRWD Stock Holding History

Bollard Group’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 Q4	–	Sell	-18,000	Closed	-$1.26M	–	283
2024 Q3	$1.26M	Buy	18,000 +8,000	+80%	+$568K	0.03%	112
2024 Q2	$958K	Hold	10,000	–	–	0.03%	111
2024 Q1	$801K	Hold	10,000	–	–	0.02%	119
2023 Q4	$638K	Hold	10,000	–	–	0.02%	119
2023 Q3	$418K	Hold	10,000	–	–	0.02%	130
2023 Q2	$367K	Hold	10,000	–	–	0.01%	144
2023 Q1	$343K	Buy	+10,000	New	+$289K	0.01%	143
2022 Q1	–	Sell	-38,800	Closed	-$1.99M	–	430
2021 Q4	$1.99M	Hold	38,800	–	–	0.06%	107
2021 Q3	$2.38M	Hold	38,800	–	–	0.08%	99
2021 Q2	$2.44M	Sell	38,800 -1,200	-3%	-$64.6K	0.08%	96
2021 Q1	$1.82M	Buy	40,000 +1,200	+3%	+$63.5K	0.06%	99
2020 Q4	$2.06M	Hold	38,800	–	–	0.08%	93
2020 Q3	$1.33M	Buy	+38,800	New	+$1.13M	0.05%	108

Other funds holding CRWD

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Bollard Group's CRWD Position: Q4 2024 in Review

Bollard Group sold out of CrowdStrike (CRWD) in Q4 2024, closing a stake of 18,000 shares — an estimated $1.26M sold.

Bollard Group first reported a position in CRWD in Q3 2020 and held it in 13 quarters. The position peaked at $2.44M in Q2 2021. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

Bollard Group reported no remaining CrowdStrike position as of Q4 2024 after selling out during the quarter.
Bollard Group sold 18,000 CrowdStrike shares in Q4 2024, an estimated $1.26M.
Bollard Group first reported a position in CrowdStrike in Q3 2020 and held it in 13 quarters.
Bollard Group's CrowdStrike position peaked at $2.44M in Q2 2021.
1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Bollard Group's 13F filing for Q4 2024, filed 14 Feb 2025.