Fernwood Investment Management’s CDW CDW Stock Holding History

Fernwood Investment 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 Q2	–	Sell	-40	Closed	-$10.2K	–	271
2024 Q1	$10.2K	Buy	+40	New	+$9.5K	﹤0.01%	568

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fernwood Investment Management's CDW Position: Q2 2024 in Review

Fernwood Investment Management sold out of CDW (CDW) in Q2 2024, closing a stake of 40 shares — an estimated $10.2K sold.

Fernwood Investment Management first reported a position in CDW in Q1 2024 and held it in 1 quarter. The position peaked at $10.2K in Q1 2024. 899 funds tracked by Wall St. Rank hold CDW as of Q2 2024.

Fernwood Investment Management reported no remaining CDW position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 40 CDW shares in Q2 2024, an estimated $10.2K.
Fernwood Investment Management first reported a position in CDW in Q1 2024 and held it in 1 quarter.
Fernwood Investment Management's CDW position peaked at $10.2K in Q1 2024.
899 funds tracked by Wall St. Rank held CDW as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.