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GLOBALT Investments’s CDW CDW Stock Holding History

GLOBALT 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
2024
Q4 		– Sell
-17,641
Closed -$3.99M – 203
2024
Q3 		$3.99M Sell
17,641
-764
-4% -$170K 0.15% 82
2024
Q2 		$4.12M Sell
18,405
-227
-1% -$52.6K 0.16% 77
2024
Q1 		$4.77M Sell
18,632
-632
-3% -$150K 0.19% 74
2023
Q4 		$4.38M Buy
+19,264
New +$4.08M 0.18% 75

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

GLOBALT Investments's CDW Position: Q4 2024 in Review

GLOBALT Investments sold out of CDW (CDW) in Q4 2024, closing a stake of 17,641 shares — an estimated $3.99M sold.

GLOBALT Investments first reported a position in CDW in Q4 2023 and held it in 4 quarters. The position peaked at $4.77M in Q1 2024. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • GLOBALT Investments reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • GLOBALT Investments sold 17,641 CDW shares in Q4 2024, an estimated $3.99M.
  • GLOBALT Investments first reported a position in CDW in Q4 2023 and held it in 4 quarters.
  • GLOBALT Investments's CDW position peaked at $4.77M in Q1 2024.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on GLOBALT Investments's 13F filing for Q4 2024, filed 10 Feb 2025.