Bank Julius Baer & Co’s CDK Global, Inc. CDK Stock Holding History

Bank Julius Baer & Co’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	-4,000	Closed	-$219K	–	640
2022 Q2	$219K	Hold	4,000	–	–	﹤0.01%	399
2022 Q1	$195K	Hold	4,000	–	–	﹤0.01%	416
2021 Q4	$167K	Hold	4,000	–	–	﹤0.01%	551
2021 Q3	$170K	Sell	4,000 -5	-0.1%	-$225	﹤0.01%	563
2021 Q2	$199K	Buy	4,005 +5	+0.1%	+$265	﹤0.01%	561
2021 Q1	$216K	Buy	4,000 +6	+0.2%	+$311	﹤0.01%	534
2020 Q4	$207K	Sell	3,994 -6	-0.2%	-$285	﹤0.01%	579
2020 Q3	$174K	Hold	4,000	–	–	﹤0.01%	528
2020 Q2	$166K	Sell	4,000 -19	-0.5%	-$731	﹤0.01%	490
2020 Q1	$131K	Buy	+4,019	New	+$192K	﹤0.01%	461

Other funds holding CDK

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

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

Bank Julius Baer & Co's CDK Position: Q3 2022 in Review

Bank Julius Baer & Co sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 4,000 shares — an estimated $219K sold.

Bank Julius Baer & Co first reported a position in CDK in Q1 2020 and held it in 10 quarters. The position peaked at $219K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Bank Julius Baer & Co reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 4,000 CDK Global, Inc. shares in Q3 2022, an estimated $219K.
Bank Julius Baer & Co first reported a position in CDK Global, Inc. in Q1 2020 and held it in 10 quarters.
Bank Julius Baer & Co's CDK Global, Inc. position peaked at $219K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Bank Julius Baer & Co's 13F filing for Q3 2022, filed 4 Nov 2022.