Steward Financial Group’s CrowdStrike CRWD Stock Holding History

Steward Financial Group’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 Q3	$1K	Sell	24 -396	-94%	-$15.4K	﹤0.01%	1123
2023 Q2	$15K	Sell	420 -4	-0.9%	-$139	﹤0.01%	286
2023 Q1	$14K	Buy	424 +408	+2,550%	+$11.8K	﹤0.01%	160
2022 Q4	$0	Buy	+16	New	+$548	﹤0.01%	600
2022 Q3	–	Sell	-16	Closed	–	–	366
2022 Q2	$0	Buy	+16	New	+$724	﹤0.01%	1048

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Steward Financial Group's CRWD Position: Q3 2023 in Review

Steward Financial Group reduced its CrowdStrike (CRWD) stake by 94% in Q3 2023, selling an estimated $15.4K and leaving 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Steward Financial Group first reported a position in CRWD in Q2 2022 and has held it in 5 quarters since. The position peaked at $15K in Q2 2023. 1,124 funds tracked by Wall St. Rank hold CRWD as of Q3 2023.

Steward Financial Group held 24 shares of CrowdStrike worth $1K as of Q3 2023.
Steward Financial Group sold 396 CrowdStrike shares in Q3 2023, an estimated $15.4K.
CrowdStrike made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1123 holding.
Steward Financial Group first reported a position in CrowdStrike in Q2 2022 and has held it in 5 quarters since.
Steward Financial Group's CrowdStrike position peaked at $15K in Q2 2023.
1,124 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.