ZIMP
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Zimmermann Investment Management & Planning’s CrowdStrike CRWD Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-7,492
Closed -$525K – 31
2024
Q3 		$525K Sell
7,492
-3,124
-29% -$222K 0.16% 82
2024
Q2 		$1.02M Buy
10,616
+5,512
+108% +$458K 0.34% 55
2024
Q1 		$409K Buy
5,104
+508
+11% +$38.9K 0.15% 96
2023
Q4 		$293K Buy
+4,596
New +$241K 0.12% 97

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

Zimmermann Investment Management & Planning's CRWD Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of CrowdStrike (CRWD) in Q4 2024, closing a stake of 7,492 shares — an estimated $525K sold.

Zimmermann Investment Management & Planning first reported a position in CRWD in Q4 2023 and held it in 4 quarters. The position peaked at $1.02M in Q2 2024. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining CrowdStrike position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 7,492 CrowdStrike shares in Q4 2024, an estimated $525K.
  • Zimmermann Investment Management & Planning first reported a position in CrowdStrike in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's CrowdStrike position peaked at $1.02M in Q2 2024.
  • 1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.