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Rockbridge Investment Management’s CrowdStrike CRWD Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-336
Closed -$21.4K – 219
2023
Q4 		$21.4K Buy
+336
New +$17.6K ﹤0.01% 322
2022
Q2 		– Sell
-64
Closed -$3.65K – 676
2022
Q1 		$3.65K Sell
64
-200
-76% -$9.32K ﹤0.01% 656
2021
Q4 		$14K Buy
+264
New +$16.1K ﹤0.01% 524

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rockbridge Investment Management's CRWD Position: Q1 2024 in Review

Rockbridge Investment Management sold out of CrowdStrike (CRWD) in Q1 2024, closing a stake of 336 shares — an estimated $21.4K sold.

Rockbridge Investment Management first reported a position in CRWD in Q4 2021 and held it in 3 quarters. The position peaked at $21.4K in Q4 2023. 1,543 funds tracked by Wall St. Rank hold CRWD as of Q1 2024.

  • Rockbridge Investment Management reported no remaining CrowdStrike position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 336 CrowdStrike shares in Q1 2024, an estimated $21.4K.
  • Rockbridge Investment Management first reported a position in CrowdStrike in Q4 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's CrowdStrike position peaked at $21.4K in Q4 2023.
  • 1,543 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.