Geller Advisors’s CDW CDW Stock Holding History

Geller Advisors’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	-912	Closed	-$206K	–	257
2024 Q3	$206K	Hold	912	–	–	0.01%	257
2024 Q2	$204K	Hold	912	–	–	0.02%	263
2024 Q1	$233K	Buy	912 +10	+1%	+$2.38K	0.02%	247
2023 Q4	$205K	Buy	+902	New	+$191K	0.02%	261

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

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geller Advisors's CDW Position: Q4 2024 in Review

Geller Advisors sold out of CDW (CDW) in Q4 2024, closing a stake of 912 shares — an estimated $206K sold.

Geller Advisors first reported a position in CDW in Q4 2023 and held it in 4 quarters. The position peaked at $233K in Q1 2024. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

Geller Advisors reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
Geller Advisors sold 912 CDW shares in Q4 2024, an estimated $206K.
Geller Advisors first reported a position in CDW in Q4 2023 and held it in 4 quarters.
Geller Advisors's CDW position peaked at $233K in Q1 2024.
852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.