Ted Buchan & Co’s CDW CDW Stock Holding History

Ted Buchan & Co’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 Q2	–	Sell	-1,185	Closed	-$231K	–	84
2023 Q1	$231K	Buy	+1,185	New	+$233K	0.19%	72

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 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

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

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

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

Ted Buchan & Co's CDW Position: Q2 2023 in Review

Ted Buchan & Co sold out of CDW (CDW) in Q2 2023, closing a stake of 1,185 shares — an estimated $231K sold.

Ted Buchan & Co first reported a position in CDW in Q1 2023 and held it in 1 quarter. The position peaked at $231K in Q1 2023. 791 funds tracked by Wall St. Rank hold CDW as of Q2 2023.

Ted Buchan & Co reported no remaining CDW position as of Q2 2023 after selling out during the quarter.
Ted Buchan & Co sold 1,185 CDW shares in Q2 2023, an estimated $231K.
Ted Buchan & Co first reported a position in CDW in Q1 2023 and held it in 1 quarter.
Ted Buchan & Co's CDW position peaked at $231K in Q1 2023.
791 funds tracked by Wall St. Rank held CDW as of Q2 2023.

Based on Ted Buchan & Co's 13F filing for Q2 2023, filed 6 Sep 2024.