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Custom Index Systems’s CDW CDW Stock Holding History

Custom Index Systems’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 		– Sell
-949
Closed -$215K – 253
2024
Q3 		$215K Buy
+949
New +$211K 0.12% 220

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

Custom Index Systems's CDW Position: Q4 2024 in Review

Custom Index Systems sold out of CDW (CDW) in Q4 2024, closing a stake of 949 shares — an estimated $215K sold.

Custom Index Systems first reported a position in CDW in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Custom Index Systems reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Custom Index Systems sold 949 CDW shares in Q4 2024, an estimated $215K.
  • Custom Index Systems first reported a position in CDW in Q3 2024 and held it in 1 quarter.
  • Custom Index Systems's CDW position peaked at $215K in Q3 2024.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Custom Index Systems's 13F filing for Q4 2024, filed 23 Jan 2025.