ZIG
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Zullo Investment Group’s CDW CDW Stock Holding History

Zullo Investment Group’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
-86
Closed -$15.4K – 219
2022
Q4 		$15.4K Hold
86
– – 0.01% 431
2022
Q3 		$13K Sell
86
-63
-42% -$10.8K 0.01% 449
2022
Q2 		$23K Buy
149
+4
+3% +$672 0.01% 382
2022
Q1 		$26K Buy
145
+8
+6% +$1.46K 0.01% 393
2021
Q4 		$28K Buy
+137
New +$26K 0.01% 379

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
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

Zullo Investment Group's CDW Position: Q1 2023 in Review

Zullo Investment Group sold out of CDW (CDW) in Q1 2023, closing a stake of 86 shares — an estimated $15.4K sold.

Zullo Investment Group first reported a position in CDW in Q4 2021 and held it in 5 quarters. The position peaked at $28K in Q4 2021. 814 funds tracked by Wall St. Rank hold CDW as of Q1 2023.

  • Zullo Investment Group reported no remaining CDW position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 86 CDW shares in Q1 2023, an estimated $15.4K.
  • Zullo Investment Group first reported a position in CDW in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's CDW position peaked at $28K in Q4 2021.
  • 814 funds tracked by Wall St. Rank held CDW as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.