Morton Capital Management’s CrowdStrike CRWD Stock Holding History

Morton Capital Management’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	-6,796	Closed	-$477K	–	113
2024 Q3	$477K	Buy	+6,796	New	+$483K	0.09%	70

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Morton Capital Management's CRWD Position: Q4 2024 in Review

Morton Capital Management sold out of CrowdStrike (CRWD) in Q4 2024, closing a stake of 6,796 shares — an estimated $477K sold.

Morton Capital Management first reported a position in CRWD in Q3 2024 and held it in 1 quarter. The position peaked at $477K in Q3 2024. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

Morton Capital Management reported no remaining CrowdStrike position as of Q4 2024 after selling out during the quarter.
Morton Capital Management sold 6,796 CrowdStrike shares in Q4 2024, an estimated $477K.
Morton Capital Management first reported a position in CrowdStrike in Q3 2024 and held it in 1 quarter.
Morton Capital Management's CrowdStrike position peaked at $477K in Q3 2024.
1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Morton Capital Management's 13F filing for Q4 2024, filed 15 Jan 2025.