Summit Financial’s CDW CDW Stock Holding History

Summit Financial’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	-926	Closed	-$210K	–	640
2024 Q3	$210K	Buy	+926	New	+$206K	0.01%	517

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

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

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

Summit Financial's CDW Position: Q4 2024 in Review

Summit Financial sold out of CDW (CDW) in Q4 2024, closing a stake of 926 shares — an estimated $210K sold.

Summit Financial first reported a position in CDW in Q3 2024 and held it in 1 quarter. The position peaked at $210K in Q3 2024. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

Summit Financial reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
Summit Financial sold 926 CDW shares in Q4 2024, an estimated $210K.
Summit Financial first reported a position in CDW in Q3 2024 and held it in 1 quarter.
Summit Financial's CDW position peaked at $210K in Q3 2024.
852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Summit Financial's 13F filing for Q4 2024, filed 12 Feb 2025.