Ground Swell Capital’s CDW CDW Stock Holding History

Ground Swell Capital’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
2022 Q4	–	Sell	-1,293	Closed	-$202K	–	88
2022 Q3	$202K	Buy	+1,293	New	+$222K	0.57%	60
2021 Q2	–	Sell	-1,892	Closed	-$314K	–	97
2021 Q1	$314K	Buy	+1,892	New	+$282K	1.01%	27

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

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Ground Swell Capital's CDW Position: Q4 2022 in Review

Ground Swell Capital sold out of CDW (CDW) in Q4 2022, closing a stake of 1,293 shares — an estimated $202K sold.

Ground Swell Capital first reported a position in CDW in Q1 2021 and held it in 2 quarters. The position peaked at $314K in Q1 2021. 825 funds tracked by Wall St. Rank hold CDW as of Q4 2022.

Ground Swell Capital reported no remaining CDW position as of Q4 2022 after selling out during the quarter.
Ground Swell Capital sold 1,293 CDW shares in Q4 2022, an estimated $202K.
Ground Swell Capital first reported a position in CDW in Q1 2021 and held it in 2 quarters.
Ground Swell Capital's CDW position peaked at $314K in Q1 2021.
825 funds tracked by Wall St. Rank held CDW as of Q4 2022.

Based on Ground Swell Capital's 13F filing for Q4 2022, filed 14 Feb 2023.