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Coulter & Justus Financial Services’s CDW CDW Stock Holding History

Coulter & Justus Financial Services’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
Q1 		$234K Buy
+915
New +$217K 0.05% 84

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Coulter & Justus Financial Services's CDW Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in CDW (CDW) in Q1 2024: 915 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #84 among its holdings.

900 funds tracked by Wall St. Rank hold CDW as of Q1 2024.

  • Coulter & Justus Financial Services held 915 shares of CDW worth $234K as of Q1 2024.
  • CDW was a new Coulter & Justus Financial Services position in Q1 2024.
  • CDW made up 0.05% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #84 holding.
  • 900 funds tracked by Wall St. Rank held CDW as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.