AI
CDK

Atria Investments’s CDK Global, Inc. CDK Stock Holding History

Atria Investments’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
2020
Q1 		– Sell
-6,222
Closed -$340K – 1251
2019
Q4 		$340K Buy
+6,222
New +$320K 0.01% 933
2019
Q1 		– Sell
-11,908
Closed -$570K – 1046
2018
Q4 		$570K Buy
11,908
+469
+4% +$24.7K 0.03% 454
2018
Q3 		$711K Buy
11,439
+649
+6% +$41.1K 0.03% 492
2018
Q2 		$702K Sell
10,790
-2,015
-16% -$130K 0.03% 461
2018
Q1 		$811K Buy
12,805
+6,063
+90% +$425K 0.04% 387
2017
Q4 		$481K Buy
+6,742
New +$453K 0.02% 487

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's CDK Position: Q1 2020 in Review

Atria Investments sold out of CDK Global, Inc. (CDK) in Q1 2020, closing a stake of 6,222 shares — an estimated $340K sold.

Atria Investments first reported a position in CDK in Q4 2017 and held it in 6 quarters. The position peaked at $811K in Q1 2018. 467 funds tracked by Wall St. Rank hold CDK as of Q1 2020.

  • Atria Investments reported no remaining CDK Global, Inc. position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 6,222 CDK Global, Inc. shares in Q1 2020, an estimated $340K.
  • Atria Investments first reported a position in CDK Global, Inc. in Q4 2017 and held it in 6 quarters.
  • Atria Investments's CDK Global, Inc. position peaked at $811K in Q1 2018.
  • 467 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.