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

Altium 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
2022 Q2	$252K	Buy	+4,607	New	+$249K	0.02%	320
2019 Q3	–	Sell	-7,564	Closed	-$374K	–	296
2019 Q2	$374K	Buy	7,564 +140	+2%	+$7.5K	0.05%	192
2019 Q1	$437K	Buy	7,424 +107	+1%	+$5.83K	0.07%	175
2018 Q4	$350K	Buy	7,317 +355	+5%	+$18.7K	0.07%	184
2018 Q3	$436K	Buy	6,962 +646	+10%	+$41K	0.08%	169
2018 Q2	$411K	Buy	+6,316	New	+$408K	0.11%	137

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

CCP

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altium Wealth Management's CDK Position: Q2 2022 in Review

Altium Wealth Management opened a new position in CDK Global, Inc. (CDK) in Q2 2022: 4,607 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #320 among its holdings. This is a return to the name: Altium Wealth Management previously reported a position in CDK as recently as Q2 2019.

Altium Wealth Management first reported a position in CDK in Q2 2018 and has held it in 6 quarters since. The position peaked at $437K in Q1 2019. 456 funds tracked by Wall St. Rank hold CDK as of Q2 2022.

Altium Wealth Management held 4,607 shares of CDK Global, Inc. worth $252K as of Q2 2022.
CDK Global, Inc. was a new Altium Wealth Management position in Q2 2022.
CDK Global, Inc. made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #320 holding.
Altium Wealth Management first reported a position in CDK Global, Inc. in Q2 2018 and has held it in 6 quarters since.
Altium Wealth Management's CDK Global, Inc. position peaked at $437K in Q1 2019.
456 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.