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Planning Capital Management Corporation’s CDW CDW Stock Holding History

Planning Capital Management Corporation’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
Q3 		$435 Buy
2
+1
+100% +$222 ﹤0.01% 675
2024
Q2 		$270 Hold
1
– – ﹤0.01% 643
2024
Q1 		$308 Buy
+1
New +$238 ﹤0.01% 638

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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Planning Capital Management Corporation's CDW Position: Q3 2024 in Review

Planning Capital Management Corporation increased its CDW (CDW) stake by 100% in Q3 2024, buying an estimated $222 and bringing the position to 2 shares worth $435. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Planning Capital Management Corporation first reported a position in CDW in Q1 2024 and has held it in 3 quarters since. 894 funds tracked by Wall St. Rank hold CDW as of Q3 2024.

  • Planning Capital Management Corporation held 2 shares of CDW worth $435 as of Q3 2024.
  • Planning Capital Management Corporation bought 1 CDW share in Q3 2024, an estimated $222.
  • CDW made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #675 holding.
  • Planning Capital Management Corporation first reported a position in CDW in Q1 2024 and has held it in 3 quarters since.
  • 894 funds tracked by Wall St. Rank held CDW as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.