CT
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Chicago Trust’s CDW CDW Stock Holding History

Chicago Trust’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
Q3 		– Sell
-1,530
Closed -$273K – 417
2025
Q2 		$273K Buy
+1,530
New +$260K 0.04% 340
2024
Q2 		– Sell
-1,675
Closed -$428K – 321
2024
Q1 		$428K Sell
1,675
-355
-17% -$84.3K 0.09% 198
2023
Q4 		$461K Buy
2,030
+74
+4% +$15.7K 0.1% 183
2023
Q3 		$395K Sell
1,956
-79
-4% -$15.7K 0.1% 188
2023
Q2 		$373K Sell
2,035
-779
-28% -$136K 0.09% 198
2023
Q1 		$548K Sell
2,814
-100
-3% -$19.6K 0.14% 161
2022
Q4 		$520K Buy
2,914
+876
+43% +$154K 0.13% 167
2022
Q3 		$318K Buy
2,038
+91
+5% +$15.6K 0.08% 213
2022
Q2 		$307K Buy
1,947
+126
+7% +$21.2K 0.08% 222
2022
Q1 		$326K Buy
1,821
+49
+3% +$8.97K 0.07% 241
2021
Q4 		$363K Sell
1,772
-115
-6% -$21.9K 0.07% 246
2021
Q3 		$343K Hold
1,887
– – 0.08% 241
2021
Q2 		$330K Buy
+1,887
New +$325K 0.08% 228

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return