Standard Family Office’s CDW CDW Stock Holding History

Standard Family Office’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
2021 Q3	–	Sell	-14	Closed	-$2K	–	141
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	347
2021 Q1	$2K	Hold	14	–	–	﹤0.01%	400
2020 Q4	$2K	Buy	+14	New	+$1.83K	﹤0.01%	395

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Standard Family Office's CDW Position: Q3 2021 in Review

Standard Family Office sold out of CDW (CDW) in Q3 2021, closing a stake of 14 shares — an estimated $2K sold.

Standard Family Office first reported a position in CDW in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 750 funds tracked by Wall St. Rank hold CDW as of Q3 2021.

Standard Family Office reported no remaining CDW position as of Q3 2021 after selling out during the quarter.
Standard Family Office sold 14 CDW shares in Q3 2021, an estimated $2K.
Standard Family Office first reported a position in CDW in Q4 2020 and held it in 3 quarters.
Standard Family Office's CDW position peaked at $2K in Q2 2021.
750 funds tracked by Wall St. Rank held CDW as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.