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Boston Financial Management’s CDW CDW Stock Holding History

Boston Financial Management’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
2024
Q4 		$7.25M Sell
41,663
-143,130
-77% -$27.8M 0.22% 84
2024
Q3 		$41.8M Sell
184,793
-4,795
-3% -$1.06M 1.25% 24
2024
Q2 		$42.4M Buy
189,588
+1,477
+0.8% +$343K 1.35% 18
2024
Q1 		$48.1M Buy
188,111
+3,456
+2% +$821K 1.53% 17
2023
Q4 		$42M Buy
184,655
+625
+0.3% +$132K 1.42% 21
2023
Q3 		$37.1M Buy
184,030
+3,122
+2% +$622K 1.39% 19
2023
Q2 		$33.2M Buy
180,908
+1,484
+0.8% +$259K 1.2% 25
2023
Q1 		$35M Buy
179,424
+67,125
+60% +$13.2M 1.37% 23
2022
Q4 		$20.1M Buy
112,299
+7,377
+7% +$1.3M 0.81% 39
2022
Q3 		$16.4M Buy
104,922
+3,861
+4% +$662K 0.71% 40
2022
Q2 		$15.9M Sell
101,061
-346
-0.3% -$58.2K 0.69% 44
2022
Q1 		$18.1M Buy
+101,407
New +$18.6M 0.69% 45

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Financial Management's CDW Position: Q4 2024 in Review

Boston Financial Management reduced its CDW (CDW) stake by 77% in Q4 2024, selling an estimated $27.8M and leaving 41,663 shares worth $7.25M. The position accounts for 0.22% of the portfolio, ranked #84.

Boston Financial Management first reported a position in CDW in Q1 2022 and has held it in 12 quarters since. The position peaked at $48.1M in Q1 2024. 853 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Boston Financial Management held 41,663 shares of CDW worth $7.25M as of Q4 2024.
  • Boston Financial Management sold 143,130 CDW shares in Q4 2024, an estimated $27.8M.
  • CDW made up 0.22% of Boston Financial Management's portfolio in Q4 2024, its #84 holding.
  • Boston Financial Management first reported a position in CDW in Q1 2022 and has held it in 12 quarters since.
  • Boston Financial Management's CDW position peaked at $48.1M in Q1 2024.
  • 853 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.