United Capital Management of KS’s CrowdStrike CRWD Stock Holding History

United Capital Management of KS’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 Q2	–	Sell	-134,924	Closed	-$4.63M	–	81
2023 Q1	$4.63M	Buy	134,924 +8,936	+7%	+$258K	1.73%	17
2022 Q4	$3.32M	Buy	125,988 +10,388	+9%	+$355K	1.37%	32
2022 Q3	$4.76M	Buy	115,600 +2,000	+2%	+$91.5K	2.23%	12
2022 Q2	$4.79M	Buy	113,600 +2,472	+2%	+$112K	2.25%	10
2022 Q1	$6.31M	Buy	111,128 +4,420	+4%	+$206K	2.45%	9
2021 Q4	$5.46M	Buy	106,708 +4,528	+4%	+$276K	2.04%	14
2021 Q3	$6.28M	Buy	102,180 +2,292	+2%	+$148K	2.57%	9
2021 Q2	$6.28M	Buy	99,888 +2,312	+2%	+$124K	2.56%	8
2021 Q1	$4.45M	Sell	97,576 -19,100	-16%	-$1.01M	2.05%	13
2020 Q4	$6.18M	Buy	+116,676	New	+$4.55M	2.82%	6

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

United Capital Management of KS's CRWD Position: Q2 2023 in Review

United Capital Management of KS sold out of CrowdStrike (CRWD) in Q2 2023, closing a stake of 134,924 shares — an estimated $4.63M sold.

United Capital Management of KS first reported a position in CRWD in Q4 2020 and held it in 10 quarters. The position peaked at $6.31M in Q1 2022. 1,062 funds tracked by Wall St. Rank hold CRWD as of Q2 2023.

United Capital Management of KS reported no remaining CrowdStrike position as of Q2 2023 after selling out during the quarter.
United Capital Management of KS sold 134,924 CrowdStrike shares in Q2 2023, an estimated $4.63M.
United Capital Management of KS first reported a position in CrowdStrike in Q4 2020 and held it in 10 quarters.
United Capital Management of KS's CrowdStrike position peaked at $6.31M in Q1 2022.
1,062 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2023.

Based on United Capital Management of KS's 13F filing for Q2 2023, filed 4 Aug 2023.