AMIM
CDK

Aull & Monroe Investment Management’s CDK Global, Inc. CDK Stock Holding History

Aull & Monroe Investment 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
Q3 		– Sell
-4,659
Closed -$255K – 132
2022
Q2 		$255K Sell
4,659
-100
-2% -$5.41K 0.13% 116
2022
Q1 		$231K Sell
4,759
-24
-0.5% -$1.07K 0.1% 124
2021
Q4 		$200K Sell
4,783
-33
-0.7% -$1.39K 0.09% 134
2021
Q3 		$205K Hold
4,816
– – 0.1% 129
2021
Q2 		$239K Sell
4,816
-66
-1% -$3.5K 0.11% 123
2021
Q1 		$264K Sell
4,882
-133
-3% -$6.9K 0.13% 117
2020
Q4 		$260K Sell
5,015
-333
-6% -$15.8K 0.14% 114
2020
Q3 		$233K Sell
5,348
-333
-6% -$14.8K 0.14% 116
2020
Q2 		$235K Sell
5,681
-532
-9% -$20.5K 0.15% 115
2020
Q1 		$204K Sell
6,213
-265
-4% -$12.7K 0.14% 110
2019
Q4 		$355K Sell
6,478
-399
-6% -$20.5K 0.18% 102
2019
Q3 		$331K Hold
6,877
– – 0.18% 104
2019
Q2 		$340K Sell
6,877
-196
-3% -$10.5K 0.18% 101
2019
Q1 		$416K Sell
7,073
-809
-10% -$44.1K 0.22% 90
2018
Q4 		$377K Sell
7,882
-666
-8% -$35.1K 0.22% 91
2018
Q3 		$535K Sell
8,548
-43
-0.5% -$2.73K 0.26% 83
2018
Q2 		$559K Sell
8,591
-66
-0.8% -$4.27K 0.29% 83
2018
Q1 		$549K Hold
8,657
– – 0.29% 84
2017
Q4 		$617K Sell
8,657
-347
-4% -$23.3K 0.31% 82
2017
Q3 		$568K Hold
9,004
– – 0.29% 83
2017
Q2 		$559K Sell
9,004
-66
-0.7% -$4.14K 0.3% 81
2017
Q1 		$589K Sell
9,070
-544
-6% -$34.8K 0.31% 81
2016
Q4 		$574K Sell
9,614
-33
-0.3% -$1.89K 0.32% 79
2016
Q3 		$554K Sell
9,647
-271
-3% -$15.6K 0.32% 78
2016
Q2 		$550K Sell
9,918
-216
-2% -$11.2K 0.32% 78
2016
Q1 		$472K Sell
10,134
-116
-1% -$5.17K 0.28% 81
2015
Q4 		$486K Sell
10,250
-126
-1% -$6.11K 0.3% 79
2015
Q3 		$496K Sell
10,376
-217
-2% -$11K 0.32% 80
2015
Q2 		$552K Sell
10,593
-412
-4% -$21.1K 0.32% 79
2015
Q1 		$514K Buy
11,005
+2,315
+27% +$106K 0.29% 85
2014
Q4 		$354K Buy
+8,690
New +$308K 0.19% 92

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

Aull & Monroe Investment Management's CDK Position: Q3 2022 in Review

Aull & Monroe Investment Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 4,659 shares — an estimated $255K sold.

Aull & Monroe Investment Management first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $617K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Aull & Monroe Investment Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 4,659 CDK Global, Inc. shares in Q3 2022, an estimated $255K.
  • Aull & Monroe Investment Management first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • Aull & Monroe Investment Management's CDK Global, Inc. position peaked at $617K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Aull & Monroe Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.