HGERS
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Householder Group Estate & Retirement Specialist’s CDW CDW Stock Holding History

Householder Group Estate & Retirement Specialist’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
-11
Closed -$2K – 640
2024
Q3 		$2K Hold
11
– – ﹤0.01% 1024
2024
Q2 		$2K Hold
11
– – ﹤0.01% 1051
2024
Q1 		$2.9K Hold
11
– – ﹤0.01% 999
2023
Q4 		$2K Hold
11
– – ﹤0.01% 977
2023
Q3 		$2.28K Buy
+11
New +$2.19K ﹤0.01% 1048
2023
Q1 		$69K Sell
354
-40
-10% -$7.86K 0.03% 375
2022
Q4 		$70K Hold
394
– – 0.1% 95
2022
Q3 		$61K Buy
+394
New +$67.5K 0.03% 360

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

Householder Group Estate & Retirement Specialist's CDW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of CDW (CDW) in Q4 2024, closing a stake of 11 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in CDW in Q3 2022 and held it in 8 quarters. The position peaked at $70K in Q4 2022. 853 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 11 CDW shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in CDW in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's CDW position peaked at $70K in Q4 2022.
  • 853 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.