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Platform Technology Partners’s CDW CDW Stock Holding History

Platform Technology Partners’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
Q4 		– Sell
-1,094
Closed -$248K – 220
2024
Q3 		$248K Hold
1,094
– – 0.08% 193
2024
Q2 		$245K Buy
+1,094
New +$254K 0.08% 189
2023
Q4 		$870K Sell
3,593
-6
-0.2% -$1.27K 0.34% 77
2023
Q3 		$726K Sell
3,599
-91
-2% -$18.1K 0.34% 77
2023
Q2 		$694K Sell
3,690
-347
-9% -$60.6K 0.33% 80
2023
Q1 		$787K Hold
4,037
– – 0.39% 73
2022
Q4 		$721K Buy
4,037
+347
+9% +$61K 0.37% 76
2022
Q3 		$576K Sell
3,690
-24
-0.6% -$4.11K 0.33% 85
2022
Q2 		$585K Sell
3,714
-303
-8% -$50.9K 0.32% 88
2022
Q1 		$719K Sell
4,017
-67
-2% -$12.3K 0.35% 79
2021
Q4 		$836K Hold
4,084
– – 0.37% 71
2021
Q3 		$743K Sell
4,084
-212
-5% -$40K 0.34% 76
2021
Q2 		$750K Buy
+4,296
New +$740K 0.31% 87
2020
Q4 		$562K Buy
4,267
+960
+29% +$126K 0.27% 99
2020
Q3 		$395K Sell
3,307
-90
-3% -$10.3K 0.24% 109
2020
Q2 		$395K Buy
3,397
+361
+12% +$39.1K 0.28% 101
2020
Q1 		$283K Buy
+3,036
New +$372K 0.26% 119

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Platform Technology Partners's CDW Position: Q4 2024 in Review

Platform Technology Partners sold out of CDW (CDW) in Q4 2024, closing a stake of 1,094 shares — an estimated $248K sold.

Platform Technology Partners first reported a position in CDW in Q1 2020 and held it in 17 quarters. The position peaked at $870K in Q4 2023. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Platform Technology Partners reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Platform Technology Partners sold 1,094 CDW shares in Q4 2024, an estimated $248K.
  • Platform Technology Partners first reported a position in CDW in Q1 2020 and held it in 17 quarters.
  • Platform Technology Partners's CDW position peaked at $870K in Q4 2023.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Platform Technology Partners's 13F filing for Q4 2024, filed 28 Jan 2025.