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Charles Carroll Financial Partners’s CrowdStrike CRWD Stock Holding History

Charles Carroll Financial Partners’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
2023
Q4 		$2.15M Buy
33,620
+13,940
+71% +$730K 2.31% 14
2023
Q3 		$824K Buy
19,680
+6,460
+49% +$251K 1.02% 24
2023
Q2 		$485K Buy
+13,220
New +$461K 0.62% 30

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Carroll Financial Partners's CRWD Position: Q4 2023 in Review

Charles Carroll Financial Partners increased its CrowdStrike (CRWD) stake by 71% in Q4 2023, buying an estimated $730K and bringing the position to 33,620 shares worth $2.15M. The position accounts for 2.31% of the portfolio, ranked #14.

Charles Carroll Financial Partners first reported a position in CRWD in Q2 2023 and has held it in 3 quarters since. 1,368 funds tracked by Wall St. Rank hold CRWD as of Q4 2023.

  • Charles Carroll Financial Partners held 33,620 shares of CrowdStrike worth $2.15M as of Q4 2023.
  • Charles Carroll Financial Partners bought 13,940 CrowdStrike shares in Q4 2023, an estimated $730K.
  • CrowdStrike made up 2.31% of Charles Carroll Financial Partners's portfolio in Q4 2023, its #14 holding.
  • Charles Carroll Financial Partners first reported a position in CrowdStrike in Q2 2023 and has held it in 3 quarters since.
  • 1,368 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2023.

Based on Charles Carroll Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.