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Fulcrum Equity Management’s CDW CDW Stock Holding History

Fulcrum Equity 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
Q4 		– Sell
-1,442
Closed -$326K – 118
2024
Q3 		$326K Buy
1,442
+60
+4% +$13.3K 0.28% 109
2024
Q2 		$309K Buy
1,382
+13
+0.9% +$3.02K 0.28% 106
2024
Q1 		$350K Buy
+1,369
New +$325K 0.41% 76

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

Fulcrum Equity Management's CDW Position: Q4 2024 in Review

Fulcrum Equity Management sold out of CDW (CDW) in Q4 2024, closing a stake of 1,442 shares — an estimated $326K sold.

Fulcrum Equity Management first reported a position in CDW in Q1 2024 and held it in 3 quarters. The position peaked at $350K in Q1 2024. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Fulcrum Equity Management reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,442 CDW shares in Q4 2024, an estimated $326K.
  • Fulcrum Equity Management first reported a position in CDW in Q1 2024 and held it in 3 quarters.
  • Fulcrum Equity Management's CDW position peaked at $350K in Q1 2024.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.