Mass Ave Global’s Cloudflare NET Stock Holding History

Mass Ave Global’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
2022 Q4	–	Sell	-31,728	Closed	-$1.75M	–	44
2022 Q3	$1.75M	Sell	31,728 -111,392	-78%	-$6.62M	0.43%	31
2022 Q2	$6.26M	Buy	+143,120	New	+$10.3M	1.71%	13

Other funds holding NET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mass Ave Global's NET Position: Q4 2022 in Review

Mass Ave Global sold out of Cloudflare (NET) in Q4 2022, closing a stake of 31,728 shares — an estimated $1.75M sold.

Mass Ave Global first reported a position in NET in Q2 2022 and held it in 2 quarters. The position peaked at $6.26M in Q2 2022. 549 funds tracked by Wall St. Rank hold NET as of Q4 2022.

Mass Ave Global reported no remaining Cloudflare position as of Q4 2022 after selling out during the quarter.
Mass Ave Global sold 31,728 Cloudflare shares in Q4 2022, an estimated $1.75M.
Mass Ave Global first reported a position in Cloudflare in Q2 2022 and held it in 2 quarters.
Mass Ave Global's Cloudflare position peaked at $6.26M in Q2 2022.
549 funds tracked by Wall St. Rank held Cloudflare as of Q4 2022.

Based on Mass Ave Global's 13F filing for Q4 2022, filed 14 Feb 2023.