MAM
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Must Asset Management’s Cloudflare NET Stock Holding History

Must Asset Management’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
2021
Q3 		– Sell
-5,963
Closed -$642K – 42
2021
Q2 		$642K Sell
5,963
-9,032
-60% -$748K 0.45% 20
2021
Q1 		$987K Hold
14,995
– – 0.77% 16
2020
Q4 		$1.16M Buy
+14,995
New +$983K 0.83% 18

Other funds holding NET

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Must Asset Management's NET Position: Q3 2021 in Review

Must Asset Management sold out of Cloudflare (NET) in Q3 2021, closing a stake of 5,963 shares — an estimated $642K sold.

Must Asset Management first reported a position in NET in Q4 2020 and held it in 3 quarters. The position peaked at $1.16M in Q4 2020. 619 funds tracked by Wall St. Rank hold NET as of Q3 2021.

  • Must Asset Management reported no remaining Cloudflare position as of Q3 2021 after selling out during the quarter.
  • Must Asset Management sold 5,963 Cloudflare shares in Q3 2021, an estimated $642K.
  • Must Asset Management first reported a position in Cloudflare in Q4 2020 and held it in 3 quarters.
  • Must Asset Management's Cloudflare position peaked at $1.16M in Q4 2020.
  • 619 funds tracked by Wall St. Rank held Cloudflare as of Q3 2021.

Based on Must Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.