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Mark Sheptoff Financial Planning’s CDW CDW Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-9
Closed -$2K – 434
2021
Q4 		$2K Buy
+9
New +$1.71K ﹤0.01% 404
2015
Q1 		– Sell
-2,550
Closed -$90K – 335
2014
Q4 		$90K Sell
2,550
-7,600
-75% -$246K 0.08% 134
2014
Q3 		$315K Buy
+10,150
New +$321K 0.28% 85

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mark Sheptoff Financial Planning's CDW Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of CDW (CDW) in Q1 2022, closing a stake of 9 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in CDW in Q3 2014 and held it in 3 quarters. The position peaked at $315K in Q3 2014. 777 funds tracked by Wall St. Rank hold CDW as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining CDW position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 9 CDW shares in Q1 2022, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in CDW in Q3 2014 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's CDW position peaked at $315K in Q3 2014.
  • 777 funds tracked by Wall St. Rank held CDW as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.