DLCIG
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D.L. Carlson Investment Group’s Cloudflare NET Stock Holding History

D.L. Carlson Investment Group’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
Q4 		– Sell
-53,931
Closed -$3.4M – 149
2023
Q3 		$3.4M Buy
53,931
+357
+0.7% +$22.9K 0.69% 51
2023
Q2 		$3.5M Buy
53,574
+20,758
+63% +$1.24M 0.67% 51
2023
Q1 		$2.02M Buy
+32,816
New +$1.79M 0.46% 67

Other funds holding NET

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.L. Carlson Investment Group's NET Position: Q4 2023 in Review

D.L. Carlson Investment Group sold out of Cloudflare (NET) in Q4 2023, closing a stake of 53,931 shares — an estimated $3.4M sold.

D.L. Carlson Investment Group first reported a position in NET in Q1 2023 and held it in 3 quarters. The position peaked at $3.5M in Q2 2023. 677 funds tracked by Wall St. Rank hold NET as of Q4 2023.

  • D.L. Carlson Investment Group reported no remaining Cloudflare position as of Q4 2023 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 53,931 Cloudflare shares in Q4 2023, an estimated $3.4M.
  • D.L. Carlson Investment Group first reported a position in Cloudflare in Q1 2023 and held it in 3 quarters.
  • D.L. Carlson Investment Group's Cloudflare position peaked at $3.5M in Q2 2023.
  • 677 funds tracked by Wall St. Rank held Cloudflare as of Q4 2023.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2023, filed 16 Feb 2024.