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Sustainable Insight Capital Management’s CDW CDW Stock Holding History

Sustainable Insight Capital 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
2023
Q1 		– Sell
-1,400
Closed -$250K – 101
2022
Q4 		$250K Sell
1,400
-500
-26% -$87.9K 0.28% 83
2022
Q3 		$297K Sell
1,900
-500
-21% -$85.7K 0.35% 77
2022
Q2 		$407K Buy
+2,400
New +$403K 0.41% 56

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sustainable Insight Capital Management's CDW Position: Q1 2023 in Review

Sustainable Insight Capital Management sold out of CDW (CDW) in Q1 2023, closing a stake of 1,400 shares — an estimated $250K sold.

Sustainable Insight Capital Management first reported a position in CDW in Q2 2022 and held it in 3 quarters. The position peaked at $407K in Q2 2022. 814 funds tracked by Wall St. Rank hold CDW as of Q1 2023.

  • Sustainable Insight Capital Management reported no remaining CDW position as of Q1 2023 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 1,400 CDW shares in Q1 2023, an estimated $250K.
  • Sustainable Insight Capital Management first reported a position in CDW in Q2 2022 and held it in 3 quarters.
  • Sustainable Insight Capital Management's CDW position peaked at $407K in Q2 2022.
  • 814 funds tracked by Wall St. Rank held CDW as of Q1 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2023, filed 9 May 2023.