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Sugarloaf Wealth Management’s CrowdStrike CRWD Stock Holding History

Sugarloaf Wealth 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
Q4 		$239K Buy
2,796
+76
+3% +$6.32K 0.05% 144
2024
Q3 		$191K Buy
2,720
+1,104
+68% +$78.4K 0.04% 174
2024
Q2 		$155K Buy
1,616
+28
+2% +$2.33K 0.03% 190
2024
Q1 		$127K Buy
+1,588
New +$122K 0.03% 205
2023
Q1 		– Sell
-648
Closed -$17.1K – 724
2022
Q4 		$17.1K Sell
648
-988
-60% -$33.8K ﹤0.01% 431
2022
Q3 		$68K Sell
1,636
-132
-7% -$6.04K 0.02% 247
2022
Q2 		$74K Buy
1,768
+300
+20% +$13.6K 0.02% 227
2022
Q1 		$83K Buy
1,468
+408
+38% +$19K 0.02% 214
2021
Q4 		$54K Buy
1,060
+260
+33% +$15.8K 0.01% 281
2021
Q3 		$49K Buy
800
+244
+44% +$15.7K 0.01% 267
2021
Q2 		$35K Buy
556
+552
+13,800% +$29.7K 0.01% 326
2021
Q1 		$20 Sell
4
-28
-88% -$1.48K 0.01% 402
2020
Q4 		$2K Buy
+32
New +$1.25K ﹤0.01% 630
2020
Q3 		– Sell
-1,000
Closed -$25K – 680
2020
Q2 		$25K Buy
+1,000
New +$20.1K 0.01% 319

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's CRWD Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its CrowdStrike (CRWD) stake by 2.8% in Q4 2024, buying an estimated $6.32K and bringing the position to 2,796 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #144.

Sugarloaf Wealth Management first reported a position in CRWD in Q2 2020 and has held it in 14 quarters since. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

  • Sugarloaf Wealth Management held 2,796 shares of CrowdStrike worth $239K as of Q4 2024.
  • Sugarloaf Wealth Management bought 76 CrowdStrike shares in Q4 2024, an estimated $6.32K.
  • CrowdStrike made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #144 holding.
  • Sugarloaf Wealth Management first reported a position in CrowdStrike in Q2 2020 and has held it in 14 quarters since.
  • 1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.