Rehmann Capital Advisory Group’s CDW CDW Stock Holding History

Rehmann Capital Advisory Group’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
2025 Q3	–	Sell	-1,382	Closed	-$247K	–	643
2025 Q2	$247K	Sell	1,382 -461	-25%	-$78.3K	0.01%	525
2025 Q1	$295K	Buy	1,843 +101	+6%	+$18.4K	0.02%	481
2024 Q4	$303K	Sell	1,742 -194	-10%	-$37.7K	0.02%	468
2024 Q3	$441K	Buy	1,936 +81	+4%	+$18K	0.03%	372
2024 Q2	$417K	Buy	1,855 +107	+6%	+$24.8K	0.03%	365
2024 Q1	$447K	Buy	1,748 +172	+11%	+$40.9K	0.03%	344
2023 Q4	$358K	Sell	1,576 -20	-1%	-$4.24K	0.03%	390
2023 Q3	$322K	Buy	+1,596	New	+$318K	0.03%	385
2019 Q3	$193K	Buy	1,562 +74	+5%	+$8.49K	0.02%	317
2019 Q2	$165K	Buy	1,488 +857	+136%	+$89.9K	0.02%	473
2019 Q1	$60.8K	Sell	631 -198	-24%	-$17.7K	0.01%	746
2018 Q4	$67.2K	Sell	829 -30	-3%	-$2.58K	0.01%	506
2018 Q3	$76.4K	Sell	859 -2	-0.2%	-$173	0.01%	666
2018 Q2	$69.6K	Buy	861 +33	+4%	+$2.55K	0.01%	677
2018 Q1	$58K	Buy	+828	New	+$60.4K	0.01%	702

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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