Sargent Bickham Lagudis’s CDW CDW Stock Holding History

Sargent Bickham Lagudis’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 Q4	$20.9K	Buy	117 +69	+144%	+$12.1K	﹤0.01%	597
2022 Q3	$7K	Sell	48 -95	-66%	-$16.3K	﹤0.01%	738
2022 Q2	$23K	Buy	143 +22	+18%	+$3.7K	﹤0.01%	561
2022 Q1	$22K	Hold	121	–	–	﹤0.01%	586
2021 Q4	$25K	Hold	121	–	–	﹤0.01%	559
2021 Q3	$22K	Hold	121	–	–	﹤0.01%	585
2021 Q2	$21K	Hold	121	–	–	﹤0.01%	598
2021 Q1	$20K	Hold	121	–	–	﹤0.01%	582
2020 Q4	$16K	Hold	121	–	–	﹤0.01%	588
2020 Q3	$14K	Hold	121	–	–	﹤0.01%	547
2020 Q2	$14K	Hold	121	–	–	﹤0.01%	532
2020 Q1	$11K	Hold	121	–	–	﹤0.01%	539
2019 Q4	$17K	Hold	121	–	–	﹤0.01%	540
2019 Q3	$15K	Hold	121	–	–	﹤0.01%	510
2019 Q2	$13K	Hold	121	–	–	﹤0.01%	554
2019 Q1	$12K	Buy	121 +73	+152%	+$6.51K	﹤0.01%	581
2018 Q4	$4K	Hold	48	–	–	﹤0.01%	675
2018 Q3	$4K	Hold	48	–	–	﹤0.01%	700
2018 Q2	$4K	Hold	48	–	–	﹤0.01%	682
2018 Q1	$3K	Hold	48	–	–	﹤0.01%	695
2017 Q4	$3K	Hold	48	–	–	﹤0.01%	722
2017 Q3	$3K	Hold	48	–	–	﹤0.01%	726
2017 Q2	$3K	Buy	+48	New	+$2.87K	﹤0.01%	684

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Sargent Bickham Lagudis's CDW Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its CDW (CDW) stake by 144% in Q4 2022, buying an estimated $12.1K and bringing the position to 117 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Sargent Bickham Lagudis first reported a position in CDW in Q2 2017 and has held it in 23 quarters since. The position peaked at $25K in Q4 2021. 825 funds tracked by Wall St. Rank hold CDW as of Q4 2022.

Sargent Bickham Lagudis held 117 shares of CDW worth $20.9K as of Q4 2022.
Sargent Bickham Lagudis bought 69 CDW shares in Q4 2022, an estimated $12.1K.
CDW made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #597 holding.
Sargent Bickham Lagudis first reported a position in CDW in Q2 2017 and has held it in 23 quarters since.
Sargent Bickham Lagudis's CDW position peaked at $25K in Q4 2021.
825 funds tracked by Wall St. Rank held CDW as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.