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YHB Investment Advisors’s CDW CDW Stock Holding History

YHB Investment Advisors’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
-1,414
Closed -$317K – 282
2024
Q2 		$317K Sell
1,414
-20
-1% -$4.64K 0.03% 230
2024
Q1 		$367K Hold
1,434
– – 0.03% 217
2023
Q4 		$326K Buy
1,434
+20
+1% +$4.24K 0.03% 220
2023
Q3 		$285K Hold
1,414
– – 0.03% 230
2023
Q2 		$259K Hold
1,414
– – 0.02% 244
2023
Q1 		$276K Hold
1,414
– – 0.03% 235
2022
Q4 		$253K Hold
1,414
– – 0.03% 248
2022
Q3 		$221K Buy
+1,414
New +$242K 0.02% 260

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

YHB Investment Advisors's CDW Position: Q3 2024 in Review

YHB Investment Advisors sold out of CDW (CDW) in Q3 2024, closing a stake of 1,414 shares — an estimated $317K sold.

YHB Investment Advisors first reported a position in CDW in Q3 2022 and held it in 8 quarters. The position peaked at $367K in Q1 2024. 893 funds tracked by Wall St. Rank hold CDW as of Q3 2024.

  • YHB Investment Advisors reported no remaining CDW position as of Q3 2024 after selling out during the quarter.
  • YHB Investment Advisors sold 1,414 CDW shares in Q3 2024, an estimated $317K.
  • YHB Investment Advisors first reported a position in CDW in Q3 2022 and held it in 8 quarters.
  • YHB Investment Advisors's CDW position peaked at $367K in Q1 2024.
  • 893 funds tracked by Wall St. Rank held CDW as of Q3 2024.

Based on YHB Investment Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.