Heritage Trust’s CrowdStrike CRWD Stock Holding History

Heritage Trust’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 Q2	$313K	Buy	+3,264	New	+$271K	0.04%	237

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Heritage Trust's CRWD Position: Q2 2024 in Review

Heritage Trust opened a new position in CrowdStrike (CRWD) in Q2 2024: 3,264 shares worth $313K. The stake represents 0.04% of the portfolio and ranks #237 among its holdings.

1,643 funds tracked by Wall St. Rank hold CRWD as of Q2 2024.

Heritage Trust held 3,264 shares of CrowdStrike worth $313K as of Q2 2024.
CrowdStrike was a new Heritage Trust position in Q2 2024.
CrowdStrike made up 0.04% of Heritage Trust's portfolio in Q2 2024, its #237 holding.
1,643 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2024.

Based on Heritage Trust's 13F filing for Q2 2024, filed 12 Aug 2024.