Institutional & Family Asset Management’s CDW CDW Stock Holding History

Institutional & Family Asset 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
2022 Q3	–	Sell	-21	Closed	-$3K	–	714
2022 Q2	$3K	Hold	21	–	–	﹤0.01%	547
2022 Q1	$4K	Hold	21	–	–	﹤0.01%	573
2021 Q4	$4K	Sell	21 -8	-28%	-$1.52K	﹤0.01%	582
2021 Q3	$5K	Hold	29	–	–	﹤0.01%	649
2021 Q2	$5K	Hold	29	–	–	﹤0.01%	697
2021 Q1	$5K	Sell	29 -15	-34%	-$2.24K	﹤0.01%	679
2020 Q4	$6K	Hold	44	–	–	﹤0.01%	610
2020 Q3	$5K	Hold	44	–	–	﹤0.01%	581
2020 Q2	$5K	Hold	44	–	–	﹤0.01%	572
2020 Q1	$4K	Hold	44	–	–	﹤0.01%	552
2019 Q4	$6K	Hold	44	–	–	﹤0.01%	567
2019 Q3	$5K	Hold	44	–	–	﹤0.01%	554
2019 Q2	$5K	Hold	44	–	–	﹤0.01%	585
2019 Q1	$4K	Hold	44	–	–	﹤0.01%	617
2018 Q4	$4K	Hold	44	–	–	﹤0.01%	601
2018 Q3	$4K	Buy	+44	New	+$3.81K	﹤0.01%	636

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Institutional & Family Asset Management's CDW Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of CDW (CDW) in Q3 2022, closing a stake of 21 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in CDW in Q3 2018 and held it in 16 quarters. The position peaked at $6K in Q4 2020. 778 funds tracked by Wall St. Rank hold CDW as of Q3 2022.

Institutional & Family Asset Management reported no remaining CDW position as of Q3 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 21 CDW shares in Q3 2022, an estimated $3K.
Institutional & Family Asset Management first reported a position in CDW in Q3 2018 and held it in 16 quarters.
Institutional & Family Asset Management's CDW position peaked at $6K in Q4 2020.
778 funds tracked by Wall St. Rank held CDW as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.