DI
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Disciplined Investments’s CDW CDW Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-15
Closed -$2.75K – 344
2023
Q2 		$2.75K Sell
15
-2
-12% -$349 ﹤0.01% 540
2023
Q1 		$3.31K Buy
17
+2
+13% +$393 ﹤0.01% 505
2022
Q4 		$2.68K Sell
15
-3
-17% -$527 ﹤0.01% 522
2022
Q3 		$3K Hold
18
– – ﹤0.01% 502
2022
Q2 		$3K Buy
18
+3
+20% +$504 ﹤0.01% 524
2022
Q1 		$3K Buy
+15
New +$2.75K ﹤0.01% 551

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Disciplined Investments's CDW Position: Q3 2023 in Review

Disciplined Investments sold out of CDW (CDW) in Q3 2023, closing a stake of 15 shares — an estimated $2.75K sold.

Disciplined Investments first reported a position in CDW in Q1 2022 and held it in 6 quarters. The position peaked at $3.31K in Q1 2023. 807 funds tracked by Wall St. Rank hold CDW as of Q3 2023.

  • Disciplined Investments reported no remaining CDW position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 15 CDW shares in Q3 2023, an estimated $2.75K.
  • Disciplined Investments first reported a position in CDW in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's CDW position peaked at $3.31K in Q1 2023.
  • 807 funds tracked by Wall St. Rank held CDW as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.