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Mitchell & Pahl Private Wealth’s CDW CDW Stock Holding History

Mitchell & Pahl Private Wealth’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
Q2 		– Sell
-3,061
Closed -$548K – 161
2022
Q1 		$548K Buy
3,061
+309
+11% +$56.5K 0.35% 96
2021
Q4 		$564K Buy
2,752
+504
+22% +$95.8K 0.36% 89
2021
Q3 		$409K Buy
2,248
+57
+3% +$10.8K 0.29% 105
2021
Q2 		$383K Buy
2,191
+240
+12% +$41.3K 0.27% 111
2021
Q1 		$323K Buy
1,951
+48
+3% +$7.17K 0.25% 118
2020
Q4 		$251K Buy
+1,903
New +$249K 0.21% 129

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mitchell & Pahl Private Wealth's CDW Position: Q2 2022 in Review

Mitchell & Pahl Private Wealth sold out of CDW (CDW) in Q2 2022, closing a stake of 3,061 shares — an estimated $548K sold.

Mitchell & Pahl Private Wealth first reported a position in CDW in Q4 2020 and held it in 6 quarters. The position peaked at $564K in Q4 2021. 775 funds tracked by Wall St. Rank hold CDW as of Q2 2022.

  • Mitchell & Pahl Private Wealth reported no remaining CDW position as of Q2 2022 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 3,061 CDW shares in Q2 2022, an estimated $548K.
  • Mitchell & Pahl Private Wealth first reported a position in CDW in Q4 2020 and held it in 6 quarters.
  • Mitchell & Pahl Private Wealth's CDW position peaked at $564K in Q4 2021.
  • 775 funds tracked by Wall St. Rank held CDW as of Q2 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.