Seven Post Investment Office’s CrowdStrike CRWD Stock Holding History

Seven Post Investment Office’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
2023 Q1	–	Sell	-12,000	Closed	-$316K	–	57
2022 Q4	$316K	Hold	12,000	–	–	0.11%	43
2022 Q3	$494K	Hold	12,000	–	–	0.19%	29
2022 Q2	$506K	Buy	12,000 +1,200	+11%	+$54.3K	0.19%	28
2022 Q1	$613K	Hold	10,800	–	–	0.19%	29
2021 Q4	$553K	Hold	10,800	–	–	0.15%	33
2021 Q3	$664K	Buy	+10,800	New	+$697K	0.21%	27

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 $167B AUM 44.17% 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 $1.88B AUM 29.07% 1-Year Est. Return

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

Seven Post Investment Office's CRWD Position: Q4 2024 in Review

Seven Post Investment Office sold out of CrowdStrike (CRWD) in Q4 2024, closing a stake of 105,632 shares — an estimated $7.41M sold.

Seven Post Investment Office first reported a position in CRWD in Q3 2021 and held it in 13 quarters. The position peaked at $10.1M in Q2 2024. 1,791 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

Seven Post Investment Office reported no remaining CrowdStrike position as of Q4 2024 after selling out during the quarter.
Seven Post Investment Office sold 105,632 CrowdStrike shares in Q4 2024, an estimated $7.41M.
Seven Post Investment Office first reported a position in CrowdStrike in Q3 2021 and held it in 13 quarters.
Seven Post Investment Office's CrowdStrike position peaked at $10.1M in Q2 2024.
1,791 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Seven Post Investment Office's 13F filing for Q4 2024, filed 16 Jan 2025.