Simplicity Solutions’s CrowdStrike CRWD Stock Holding History

Simplicity Solutions’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 Q4	$1.7M	Sell	26,660 -39,016	-59%	-$2.04M	0.05%	335
2023 Q3	$2.75M	Sell	65,676 -1,844	-3%	-$71.7K	0.09%	206
2023 Q2	$2.48M	Buy	67,520 +9,240	+16%	+$322K	0.07%	260
2023 Q1	$2M	Buy	+58,280	New	+$1.69M	0.05%	311
2022 Q4	–	Sell	-5,372	Closed	-$221K	–	678
2022 Q3	$221K	Buy	5,372 +492	+10%	+$22.5K	0.03%	564
2022 Q2	$206K	Sell	4,880 -1,364	-22%	-$61.8K	0.03%	583
2022 Q1	$354K	Buy	+6,244	New	+$291K	0.04%	395
2021 Q4	–	Sell	-4,488	Closed	-$276K	–	483
2021 Q3	$276K	Buy	+4,488	New	+$290K	0.04%	470
2021 Q1	–	Sell	-6,432	Closed	-$341K	–	559
2020 Q4	$341K	Buy	+6,432	New	+$251K	0.01%	758

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's CRWD Position: Q4 2023 in Review

Simplicity Solutions reduced its CrowdStrike (CRWD) stake by 59% in Q4 2023, selling an estimated $2.04M and leaving 26,660 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #335.

Simplicity Solutions first reported a position in CRWD in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.75M in Q3 2023. 1,367 funds tracked by Wall St. Rank hold CRWD as of Q4 2023.

Simplicity Solutions held 26,660 shares of CrowdStrike worth $1.7M as of Q4 2023.
Simplicity Solutions sold 39,016 CrowdStrike shares in Q4 2023, an estimated $2.04M.
CrowdStrike made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #335 holding.
Simplicity Solutions first reported a position in CrowdStrike in Q4 2020 and has held it in 9 quarters since.
Simplicity Solutions's CrowdStrike position peaked at $2.75M in Q3 2023.
1,367 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.