LTI
CDW icon

Laffer Tengler Investments’s CDW CDW Stock Holding History

Laffer Tengler 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
Q1 		– Sell
-22
Closed -$5K – 427
2023
Q4 		$5K Buy
+22
New +$4.66K ﹤0.01% 311
2022
Q2 		– Sell
-33
Closed -$5.9K – 397
2022
Q1 		$5.9K Buy
+33
New +$6.04K ﹤0.01% 329

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laffer Tengler Investments's CDW Position: Q1 2024 in Review

Laffer Tengler Investments sold out of CDW (CDW) in Q1 2024, closing a stake of 22 shares — an estimated $5K sold.

Laffer Tengler Investments first reported a position in CDW in Q1 2022 and held it in 2 quarters. The position peaked at $5.9K in Q1 2022. 900 funds tracked by Wall St. Rank hold CDW as of Q1 2024.

  • Laffer Tengler Investments reported no remaining CDW position as of Q1 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 22 CDW shares in Q1 2024, an estimated $5K.
  • Laffer Tengler Investments first reported a position in CDW in Q1 2022 and held it in 2 quarters.
  • Laffer Tengler Investments's CDW position peaked at $5.9K in Q1 2022.
  • 900 funds tracked by Wall St. Rank held CDW as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.