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Legacy Advisors’s CDW CDW Stock Holding History

Legacy Advisors’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
2025
Q1 		$1.07M Sell
6,678
-902
-12% -$164K 0.11% 157
2024
Q4 		$1.32M Buy
7,580
+5,185
+216% +$1.01M 0.13% 122
2024
Q3 		$542K Buy
2,395
+64
+3% +$14.2K 0.06% 234
2024
Q2 		$522K Buy
2,331
+819
+54% +$190K 0.06% 201
2024
Q1 		$387K Buy
1,512
+298
+25% +$70.8K 0.05% 229
2023
Q4 		$276K Sell
1,214
-405
-25% -$85.8K 0.04% 256
2023
Q3 		$327K Buy
1,619
+43
+3% +$8.57K 0.05% 228
2023
Q2 		$289K Buy
+1,576
New +$275K 0.04% 225
2019
Q3 		– Sell
-26
Closed -$3K – 152
2019
Q2 		$3K Hold
26
– – ﹤0.01% 336
2019
Q1 		$3K Buy
+26
New +$2.32K ﹤0.01% 372
2018
Q4 		– Sell
-26
Closed -$2K – 169
2018
Q3 		$2K Hold
26
– – ﹤0.01% 440
2018
Q2 		$2K Hold
26
– – ﹤0.01% 386
2018
Q1 		$2K Hold
26
– – ﹤0.01% 337
2017
Q4 		$1K Hold
26
– – ﹤0.01% 335
2017
Q3 		$1K Buy
+26
New +$1.63K ﹤0.01% 338

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Advisors's CDW Position: Q1 2025 in Review

Legacy Advisors reduced its CDW (CDW) stake by 12% in Q1 2025, selling an estimated $164K and leaving 6,678 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #157.

Legacy Advisors first reported a position in CDW in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.32M in Q4 2024. 842 funds tracked by Wall St. Rank hold CDW as of Q1 2025.

  • Legacy Advisors held 6,678 shares of CDW worth $1.07M as of Q1 2025.
  • Legacy Advisors sold 902 CDW shares in Q1 2025, an estimated $164K.
  • CDW made up 0.11% of Legacy Advisors's portfolio in Q1 2025, its #157 holding.
  • Legacy Advisors first reported a position in CDW in Q3 2017 and has held it in 15 quarters since.
  • Legacy Advisors's CDW position peaked at $1.32M in Q4 2024.
  • 842 funds tracked by Wall St. Rank held CDW as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.