LSAG
CRWD icon

Lake Street Advisors Group’s CrowdStrike CRWD Stock Holding History

Lake Street Advisors 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 		$907K Buy
10,604
+4,792
+82% +$398K 0.04% 238
2024
Q3 		$408K Sell
5,812
-8,736
-60% -$620K 0.02% 377
2024
Q2 		$1.39M Buy
14,548
+1,524
+12% +$127K 0.07% 171
2024
Q1 		$1.04M Buy
13,024
+1,420
+12% +$109K 0.05% 223
2023
Q4 		$741K Buy
+11,604
New +$608K 0.04% 266

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Street Advisors Group's CRWD Position: Q4 2024 in Review

Lake Street Advisors Group increased its CrowdStrike (CRWD) stake by 82% in Q4 2024, buying an estimated $398K and bringing the position to 10,604 shares worth $907K. The position accounts for 0.04% of the portfolio, ranked #238.

Lake Street Advisors Group first reported a position in CRWD in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.39M in Q2 2024. 1,792 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

  • Lake Street Advisors Group held 10,604 shares of CrowdStrike worth $907K as of Q4 2024.
  • Lake Street Advisors Group bought 4,792 CrowdStrike shares in Q4 2024, an estimated $398K.
  • CrowdStrike made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #238 holding.
  • Lake Street Advisors Group first reported a position in CrowdStrike in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's CrowdStrike position peaked at $1.39M in Q2 2024.
  • 1,792 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.