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Industrial Alliance Investment Management’s CDW CDW Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-3,404
Closed -$663K – 223
2023
Q1 		$663K Buy
3,404
+2,148
+171% +$422K 0.02% 335
2022
Q4 		$224K Buy
+1,256
New +$221K 0.01% 340
2022
Q2 		– Sell
-1,587
Closed -$284K – 390
2022
Q1 		$284K Buy
1,587
+306
+24% +$56K 0.01% 355
2021
Q4 		$262K Buy
+1,281
New +$244K 0.01% 341

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Industrial Alliance Investment Management's CDW Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of CDW (CDW) in Q2 2023, closing a stake of 3,404 shares — an estimated $663K sold.

Industrial Alliance Investment Management first reported a position in CDW in Q4 2021 and held it in 4 quarters. The position peaked at $663K in Q1 2023. 792 funds tracked by Wall St. Rank hold CDW as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining CDW position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 3,404 CDW shares in Q2 2023, an estimated $663K.
  • Industrial Alliance Investment Management first reported a position in CDW in Q4 2021 and held it in 4 quarters.
  • Industrial Alliance Investment Management's CDW position peaked at $663K in Q1 2023.
  • 792 funds tracked by Wall St. Rank held CDW as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.