AIA
CDK

AIMZ Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

AIMZ Investment Advisors’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
2022
Q3 		– Sell
-69,372
Closed -$3.8M – 111
2022
Q2 		$3.8M Sell
69,372
-3,334
-5% -$180K 1.82% 16
2022
Q1 		$3.54M Sell
72,706
-4,148
-5% -$186K 1.46% 21
2021
Q4 		$3.21M Buy
76,854
+14,002
+22% +$588K 1.25% 29
2021
Q3 		$2.67M Sell
62,852
-799
-1% -$36K 1.21% 30
2021
Q2 		$3.16M Buy
63,651
+2
+0% +$106 1.42% 23
2021
Q1 		$3.44M Sell
63,649
-256
-0.4% -$13.3K 1.68% 16
2020
Q4 		$3.31M Buy
63,905
+204
+0.3% +$9.68K 1.73% 19
2020
Q3 		$2.78M Sell
63,701
-621
-1% -$27.6K 1.66% 19
2020
Q2 		$2.66M Buy
64,322
+1,630
+3% +$62.7K 1.73% 18
2020
Q1 		$2.06M Buy
62,692
+5
+0% +$239 1.6% 22
2019
Q4 		$3.43M Sell
62,687
-96
-0.2% -$4.93K 2.22% 13
2019
Q3 		$3.02M Sell
62,783
-296
-0.5% -$14.2K 2.08% 15
2019
Q2 		$3.12M Buy
63,079
+7,124
+13% +$382K 2.15% 13
2019
Q1 		$3.29M Buy
55,955
+3
+0% +$164 2.26% 15
2018
Q4 		$2.68M Buy
+55,952
New +$2.95M 2.07% 15

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

AIMZ Investment Advisors's CDK Position: Q3 2022 in Review

AIMZ Investment Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 69,372 shares — an estimated $3.8M sold.

AIMZ Investment Advisors first reported a position in CDK in Q4 2018 and held it in 15 quarters. The position peaked at $3.8M in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • AIMZ Investment Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • AIMZ Investment Advisors sold 69,372 CDK Global, Inc. shares in Q3 2022, an estimated $3.8M.
  • AIMZ Investment Advisors first reported a position in CDK Global, Inc. in Q4 2018 and held it in 15 quarters.
  • AIMZ Investment Advisors's CDK Global, Inc. position peaked at $3.8M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on AIMZ Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.