Aevitas Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Aevitas Wealth Management’s Portfolio CDK Stock Details CDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-222	Closed	-$13K	–	372
2019 Q1	$13K	Sell	222 -99	-31%	-$5.4K	0.01%	288
2018 Q4	$15K	Hold	321	–	–	0.02%	275
2018 Q3	$20K	Buy	321 +1	+0.3%	+$63	0.02%	291
2018 Q2	$21K	Hold	320	–	–	0.02%	276
2018 Q1	$20K	Hold	320	–	–	0.02%	258
2017 Q4	$23K	Buy	+320	New	+$21.5K	0.02%	249

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Aevitas Wealth Management's CDK Position: Q2 2019 in Review

Aevitas Wealth Management sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 222 shares — an estimated $13K sold.

Aevitas Wealth Management first reported a position in CDK in Q4 2017 and held it in 6 quarters. The position peaked at $23K in Q4 2017. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

Aevitas Wealth Management reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 222 CDK Global, Inc. shares in Q2 2019, an estimated $13K.
Aevitas Wealth Management first reported a position in CDK Global, Inc. in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's CDK Global, Inc. position peaked at $23K in Q4 2017.
550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.