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Morningstar Investment Services’s CrowdStrike CRWD Stock Holding History

Morningstar Investment Services’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 		– Sell
-4,448
Closed -$318K – 187
2024
Q3 		$318K Buy
4,448
+1,188
+36% +$84.4K ﹤0.01% 337
2024
Q2 		$316K Buy
3,260
+752
+30% +$62.5K ﹤0.01% 304
2024
Q1 		$202K Sell
2,508
-764
-23% -$58.5K ﹤0.01% 344
2023
Q4 		$210K Buy
+3,272
New +$171K ﹤0.01% 397

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 $1T 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

Morningstar Investment Services's CRWD Position: Q4 2024 in Review

Morningstar Investment Services sold out of CrowdStrike (CRWD) in Q4 2024, closing a stake of 4,448 shares — an estimated $318K sold.

Morningstar Investment Services first reported a position in CRWD in Q4 2023 and held it in 4 quarters. The position peaked at $318K in Q3 2024. 1,792 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

  • Morningstar Investment Services reported no remaining CrowdStrike position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 4,448 CrowdStrike shares in Q4 2024, an estimated $318K.
  • Morningstar Investment Services first reported a position in CrowdStrike in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's CrowdStrike position peaked at $318K in Q3 2024.
  • 1,792 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.