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Ritholtz Wealth Management’s CDW CDW Stock Holding History

Ritholtz Wealth 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
2024
Q4 		– Sell
-1,052
Closed -$238K – 863
2024
Q3 		$238K Sell
1,052
-77
-7% -$17.1K 0.01% 764
2024
Q2 		$253K Buy
1,129
+9
+0.8% +$2.09K 0.01% 692
2024
Q1 		$287K Buy
1,120
+89
+9% +$21.1K 0.01% 651
2023
Q4 		$234K Buy
+1,031
New +$218K 0.01% 660
2023
Q2 		– Sell
-1,028
Closed -$200K – 671
2023
Q1 		$200K Buy
+1,028
New +$202K 0.01% 602
2022
Q4 		– Sell
-1,862
Closed -$291K – 596
2022
Q3 		$291K Buy
+1,862
New +$319K 0.02% 546

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

Ritholtz Wealth Management's CDW Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of CDW (CDW) in Q4 2024, closing a stake of 1,052 shares — an estimated $238K sold.

Ritholtz Wealth Management first reported a position in CDW in Q3 2022 and held it in 6 quarters. The position peaked at $291K in Q3 2022. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Ritholtz Wealth Management reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 1,052 CDW shares in Q4 2024, an estimated $238K.
  • Ritholtz Wealth Management first reported a position in CDW in Q3 2022 and held it in 6 quarters.
  • Ritholtz Wealth Management's CDW position peaked at $291K in Q3 2022.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.