FMAEN1
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Fund Management at Engine No 1’s Cloudflare NET Stock Holding History

Fund Management at Engine No 1’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
-4,183
Closed -$264K – 284
2023
Q3 		$264K Buy
4,183
+415
+11% +$26.6K 0.04% 360
2023
Q2 		$246K Buy
3,768
+291
+8% +$17.4K 0.05% 370
2023
Q1 		$214K Buy
+3,477
New +$190K 0.04% 373
2022
Q2 		– Sell
-2,350
Closed -$281K – 361
2022
Q1 		$281K Buy
+2,350
New +$245K 0.07% 267

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fund Management at Engine No 1's NET Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Cloudflare (NET) in Q4 2023, closing a stake of 4,183 shares — an estimated $264K sold.

Fund Management at Engine No 1 first reported a position in NET in Q1 2022 and held it in 4 quarters. The position peaked at $281K in Q1 2022. 677 funds tracked by Wall St. Rank hold NET as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Cloudflare position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 4,183 Cloudflare shares in Q4 2023, an estimated $264K.
  • Fund Management at Engine No 1 first reported a position in Cloudflare in Q1 2022 and held it in 4 quarters.
  • Fund Management at Engine No 1's Cloudflare position peaked at $281K in Q1 2022.
  • 677 funds tracked by Wall St. Rank held Cloudflare as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.