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Twin Capital Management’s Cloudflare NET Stock Holding History

Twin Capital Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,979
Closed -$552K – 305
2022
Q3 		$552K Buy
9,979
+9
+0.1% +$535 0.07% 227
2022
Q2 		$436K Hold
9,970
– – 0.06% 254
2022
Q1 		$1.19M Buy
+9,970
New +$1.04M 0.13% 181

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Capital Management's NET Position: Q4 2022 in Review

Twin Capital Management sold out of Cloudflare (NET) in Q4 2022, closing a stake of 9,979 shares — an estimated $552K sold.

Twin Capital Management first reported a position in NET in Q1 2022 and held it in 3 quarters. The position peaked at $1.19M in Q1 2022. 549 funds tracked by Wall St. Rank hold NET as of Q4 2022.

  • Twin Capital Management reported no remaining Cloudflare position as of Q4 2022 after selling out during the quarter.
  • Twin Capital Management sold 9,979 Cloudflare shares in Q4 2022, an estimated $552K.
  • Twin Capital Management first reported a position in Cloudflare in Q1 2022 and held it in 3 quarters.
  • Twin Capital Management's Cloudflare position peaked at $1.19M in Q1 2022.
  • 549 funds tracked by Wall St. Rank held Cloudflare as of Q4 2022.

Based on Twin Capital Management's 13F filing for Q4 2022, filed 31 Jan 2023.