UB
CDW icon

UMB Bank’s CDW CDW Stock Holding History

UMB Bank’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
2026
Q1 		$238K Sell
1,970
-45
-2% -$5.69K ﹤0.01% 643
2025
Q4 		$274K Sell
2,015
-168
-8% -$24.8K ﹤0.01% 599
2025
Q3 		$348K Sell
2,183
-54
-2% -$9.18K 0.01% 500
2025
Q2 		$400K Buy
2,237
+225
+11% +$38.2K 0.01% 453
2025
Q1 		$322K Sell
2,012
-53
-3% -$9.63K 0.01% 480
2024
Q4 		$359K Buy
2,065
+153
+8% +$29.7K 0.01% 457
2024
Q3 		$433K Sell
1,912
-875
-31% -$194K 0.01% 422
2024
Q2 		$624K Buy
2,787
+95
+4% +$22K 0.01% 375
2024
Q1 		$689K Sell
2,692
-47
-2% -$11.2K 0.01% 369
2023
Q4 		$623K Sell
2,739
-197
-7% -$41.7K 0.01% 392
2023
Q3 		$592K Sell
2,936
-63
-2% -$12.6K 0.01% 386
2023
Q2 		$550K Sell
2,999
-175
-6% -$30.6K 0.01% 402
2023
Q1 		$619K Hold
3,174
– – 0.01% 388
2022
Q4 		$567K Hold
3,174
– – 0.01% 400
2022
Q3 		$496K Buy
3,174
+419
+15% +$71.8K 0.01% 443
2022
Q2 		$434K Buy
2,755
+855
+45% +$144K 0.01% 487
2022
Q1 		$340K Hold
1,900
– – ﹤0.01% 546
2021
Q4 		$389K Buy
+1,900
New +$361K ﹤0.01% 524

Other funds holding CDW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return