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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return