Aft Forsyth & Sober’s CDW CDW Stock Holding History

Aft Forsyth & Sober’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,500	Closed	-$1.48M	–	72
2024 Q4	$1.48M	Hold	8,500	–	–	0.48%	55
2024 Q3	$1.92M	Hold	8,500	–	–	0.63%	45
2024 Q2	$1.9M	Hold	8,500	–	–	0.65%	43
2024 Q1	$2.17M	Hold	8,500	–	–	0.77%	40
2023 Q4	$1.93M	Hold	8,500	–	–	0.74%	40
2023 Q3	$1.71M	Hold	8,500	–	–	0.72%	37
2023 Q2	$1.56M	Hold	8,500	–	–	0.65%	42
2023 Q1	$1.66M	Hold	8,500	–	–	0.84%	34
2022 Q4	$1.52M	Hold	8,500	–	–	0.68%	39
2022 Q3	$1.33M	Hold	8,500	–	–	0.65%	44
2022 Q2	$1.34M	Hold	8,500	–	–	0.62%	45
2022 Q1	$1.52M	Hold	8,500	–	–	0.6%	45
2021 Q4	$1.74M	Hold	8,500	–	–	0.61%	38
2021 Q3	$1.55M	Buy	+8,500	New	+$1.61M	0.58%	47

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aft Forsyth & Sober's CDW Position: Q1 2025 in Review

Aft Forsyth & Sober sold out of CDW (CDW) in Q1 2025, closing a stake of 8,500 shares — an estimated $1.48M sold.

Aft Forsyth & Sober first reported a position in CDW in Q3 2021 and held it in 14 quarters. The position peaked at $2.17M in Q1 2024. 840 funds tracked by Wall St. Rank hold CDW as of Q1 2025.

Aft Forsyth & Sober reported no remaining CDW position as of Q1 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 8,500 CDW shares in Q1 2025, an estimated $1.48M.
Aft Forsyth & Sober first reported a position in CDW in Q3 2021 and held it in 14 quarters.
Aft Forsyth & Sober's CDW position peaked at $2.17M in Q1 2024.
840 funds tracked by Wall St. Rank held CDW as of Q1 2025.

Based on Aft Forsyth & Sober's 13F filing for Q1 2025, filed 12 May 2025.