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MPS Loria Financial Planners’s CDW CDW Stock Holding History

MPS Loria Financial Planners’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
2020
Q4 		– Sell
-642
Closed -$77K – 616
2020
Q3 		$77K Buy
642
+2
+0.3% +$229 0.04% 116
2020
Q2 		$74K Buy
+640
New +$69.3K 0.04% 120
2017
Q3 		– Sell
-618
Closed -$38K – 123
2017
Q2 		$38K Buy
+618
New +$37K 0.03% 171

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's CDW Position: Q4 2020 in Review

MPS Loria Financial Planners sold out of CDW (CDW) in Q4 2020, closing a stake of 642 shares — an estimated $77K sold.

MPS Loria Financial Planners first reported a position in CDW in Q2 2017 and held it in 3 quarters. The position peaked at $77K in Q3 2020. 704 funds tracked by Wall St. Rank hold CDW as of Q4 2020.

  • MPS Loria Financial Planners reported no remaining CDW position as of Q4 2020 after selling out during the quarter.
  • MPS Loria Financial Planners sold 642 CDW shares in Q4 2020, an estimated $77K.
  • MPS Loria Financial Planners first reported a position in CDW in Q2 2017 and held it in 3 quarters.
  • MPS Loria Financial Planners's CDW position peaked at $77K in Q3 2020.
  • 704 funds tracked by Wall St. Rank held CDW as of Q4 2020.

Based on MPS Loria Financial Planners's 13F filing for Q4 2020, filed 2 Feb 2021.