Surevest’s CDW CDW Stock Holding History

Surevest’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 Q3	$1K	Hold	8	–	–	﹤0.01%	433
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	463
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	438
2021 Q4	$2K	Buy	+8	New	+$1.52K	﹤0.01%	396

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Surevest's CDW Position: Q3 2022 in Review

Surevest held its CDW (CDW) position steady in Q3 2022 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Surevest first reported a position in CDW in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q4 2021. 778 funds tracked by Wall St. Rank hold CDW as of Q3 2022.

Surevest held 8 shares of CDW worth $1K as of Q3 2022.
Surevest left its CDW share count unchanged in Q3 2022.
CDW made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #433 holding.
Surevest first reported a position in CDW in Q4 2021 and has held it in 4 quarters since.
Surevest's CDW position peaked at $2K in Q4 2021.
778 funds tracked by Wall St. Rank held CDW as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.