Polen Capital Management
CDW icon

Polen Capital Management’s CDW CDW Stock Holding History

Polen Capital Management’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
Q1 		– Sell
-19,742
Closed -$4.04M – 94
2021
Q4 		$4.04M Buy
19,742
+1,890
+11% +$359K 0.01% 71
2021
Q3 		$3.25M Buy
17,852
+623
+4% +$118K 0.01% 70
2021
Q2 		$3.01M Buy
17,229
+1,262
+8% +$217K 0.01% 70
2021
Q1 		$2.65M Buy
15,967
+1,449
+10% +$216K 0.01% 65
2020
Q4 		$1.91M Buy
+14,518
New +$1.9M ﹤0.01% 68

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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
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Polen Capital Management's CDW Position: Q1 2022 in Review

Polen Capital Management sold out of CDW (CDW) in Q1 2022, closing a stake of 19,742 shares — an estimated $4.04M sold.

Polen Capital Management first reported a position in CDW in Q4 2020 and held it in 5 quarters. The position peaked at $4.04M in Q4 2021. 777 funds tracked by Wall St. Rank hold CDW as of Q1 2022.

  • Polen Capital Management reported no remaining CDW position as of Q1 2022 after selling out during the quarter.
  • Polen Capital Management sold 19,742 CDW shares in Q1 2022, an estimated $4.04M.
  • Polen Capital Management first reported a position in CDW in Q4 2020 and held it in 5 quarters.
  • Polen Capital Management's CDW position peaked at $4.04M in Q4 2021.
  • 777 funds tracked by Wall St. Rank held CDW as of Q1 2022.

Based on Polen Capital Management's 13F filing for Q1 2022, filed 12 May 2022.