BCA
CDW icon

Berman Capital Advisors’s CDW CDW Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$51K Buy
283
+13
+5% +$2.46K 0.01% 662
2021
Q2 		$47K Buy
270
+39
+17% +$6.72K 0.01% 609
2021
Q1 		$38K Sell
231
-109
-32% -$16.3K 0.01% 579
2020
Q4 		$44K Buy
340
+202
+146% +$26.4K 0.01% 434
2020
Q3 		$16K Sell
138
-16
-10% -$1.83K ﹤0.01% 647
2020
Q2 		$17K Sell
154
-119
-44% -$12.9K ﹤0.01% 587
2020
Q1 		$25K Sell
273
-4
-1% -$490 0.01% 436
2019
Q4 		$39K Hold
277
– – 0.01% 367
2019
Q3 		$34K Hold
277
– – 0.01% 370
2019
Q2 		$30K Buy
277
+173
+166% +$18.1K 0.01% 406
2019
Q1 		$10K Buy
104
+67
+181% +$5.98K ﹤0.01% 650
2018
Q4 		$2K Buy
+37
New +$3.19K ﹤0.01% 850

Other funds holding CDW

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's CDW Position: Q3 2021 in Review

Berman Capital Advisors increased its CDW (CDW) stake by 4.8% in Q3 2021, buying an estimated $2.46K and bringing the position to 283 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #662.

Berman Capital Advisors first reported a position in CDW in Q4 2018 and has held it in 12 quarters since. 751 funds tracked by Wall St. Rank hold CDW as of Q3 2021.

  • Berman Capital Advisors held 283 shares of CDW worth $51K as of Q3 2021.
  • Berman Capital Advisors bought 13 CDW shares in Q3 2021, an estimated $2.46K.
  • CDW made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #662 holding.
  • Berman Capital Advisors first reported a position in CDW in Q4 2018 and has held it in 12 quarters since.
  • 751 funds tracked by Wall St. Rank held CDW as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.