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Suncoast Equity Management’s CDW CDW Stock Holding History

Suncoast Equity 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
Q3 		– Sell
-2,072
Closed -$464K – 75
2024
Q2 		$464K Buy
2,072
+75
+4% +$17.4K 0.05% 56
2024
Q1 		$511K Buy
1,997
+159
+9% +$37.8K 0.06% 56
2023
Q4 		$418K Sell
1,838
-27
-1% -$5.72K 0.06% 57
2023
Q3 		$376K Buy
1,865
+115
+7% +$22.9K 0.06% 57
2023
Q2 		$321K Sell
1,750
-1,084
-38% -$189K 0.05% 64
2023
Q1 		$552K Buy
2,834
+144
+5% +$28.3K 0.09% 45
2022
Q4 		$480K Buy
2,690
+85
+3% +$14.9K 0.09% 41
2022
Q3 		$407K Sell
2,605
-315
-11% -$54K 0.08% 38
2022
Q2 		$460K Buy
2,920
+65
+2% +$10.9K 0.08% 43
2022
Q1 		$511K Buy
2,855
+1,830
+179% +$335K 0.08% 43
2021
Q4 		$210K Buy
+1,025
New +$195K 0.03% 53
2020
Q1 		– Sell
-1,440
Closed -$206K – 40
2019
Q4 		$206K Buy
+1,440
New +$191K 0.04% 54

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Suncoast Equity Management's CDW Position: Q3 2024 in Review

Suncoast Equity Management sold out of CDW (CDW) in Q3 2024, closing a stake of 2,072 shares — an estimated $464K sold.

Suncoast Equity Management first reported a position in CDW in Q4 2019 and held it in 12 quarters. The position peaked at $552K in Q1 2023. 893 funds tracked by Wall St. Rank hold CDW as of Q3 2024.

  • Suncoast Equity Management reported no remaining CDW position as of Q3 2024 after selling out during the quarter.
  • Suncoast Equity Management sold 2,072 CDW shares in Q3 2024, an estimated $464K.
  • Suncoast Equity Management first reported a position in CDW in Q4 2019 and held it in 12 quarters.
  • Suncoast Equity Management's CDW position peaked at $552K in Q1 2023.
  • 893 funds tracked by Wall St. Rank held CDW as of Q3 2024.

Based on Suncoast Equity Management's 13F filing for Q3 2024, filed 21 Oct 2024.