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Lake Street Advisors Group’s CDW CDW Stock Holding History

Lake Street Advisors Group’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
-902
Closed -$204K – 651
2024
Q3 		$204K Buy
+902
New +$200K 0.01% 561
2024
Q2 		– Sell
-1,109
Closed -$284K – 631
2024
Q1 		$284K Buy
1,109
+6
+0.5% +$1.43K 0.01% 472
2023
Q4 		$251K Buy
+1,103
New +$234K 0.01% 491

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $14.7B AUM 12.5% 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

Lake Street Advisors Group's CDW Position: Q4 2024 in Review

Lake Street Advisors Group sold out of CDW (CDW) in Q4 2024, closing a stake of 902 shares — an estimated $204K sold.

Lake Street Advisors Group first reported a position in CDW in Q4 2023 and held it in 3 quarters. The position peaked at $284K in Q1 2024. 853 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Lake Street Advisors Group reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 902 CDW shares in Q4 2024, an estimated $204K.
  • Lake Street Advisors Group first reported a position in CDW in Q4 2023 and held it in 3 quarters.
  • Lake Street Advisors Group's CDW position peaked at $284K in Q1 2024.
  • 853 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.