BC
CDK

Bartlett & Co’s CDK Global, Inc. CDK Stock Holding History

Bartlett & 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
-4,395
Closed -$241K – 1303
2022
Q2 		$241K Hold
4,395
– – ﹤0.01% 345
2022
Q1 		$214K Buy
+4,395
New +$197K ﹤0.01% 377
2021
Q4 		– Sell
-4,062
Closed -$173K – 941
2021
Q3 		$173K Hold
4,062
– – ﹤0.01% 346
2021
Q2 		$202K Hold
4,062
– – ﹤0.01% 331
2021
Q1 		$220K Sell
4,062
-457
-10% -$23.7K ﹤0.01% 325
2020
Q4 		$234K Buy
4,519
+58
+1% +$2.75K 0.01% 314
2020
Q3 		$194K Hold
4,461
– – ﹤0.01% 312
2020
Q2 		$185K Sell
4,461
-11
-0.2% -$423 ﹤0.01% 321
2020
Q1 		$147K Buy
+4,472
New +$214K ﹤0.01% 317
2019
Q3 		$215K Buy
4,461
+1,434
+47% +$68.6K 0.01% 323
2019
Q2 		$150K Buy
3,027
+215
+8% +$11.5K 0.01% 285
2019
Q1 		$165K Hold
2,812
– – 0.01% 265
2018
Q4 		$135K Sell
2,812
-2,650
-49% -$140K 0.01% 283
2018
Q3 		$342K Sell
5,462
-66
-1% -$4.18K 0.01% 220
2018
Q2 		$360K Hold
5,528
– – 0.01% 217
2018
Q1 		$350K Sell
5,528
-233
-4% -$16.3K 0.01% 216
2017
Q4 		$411K Hold
5,761
– – 0.02% 210
2017
Q3 		$363K Hold
5,761
– – 0.02% 211
2017
Q2 		$358K Hold
5,761
– – 0.02% 213
2017
Q1 		$375K Hold
5,761
– – 0.02% 211
2016
Q4 		$344K Hold
5,761
– – 0.02% 213
2016
Q3 		$330K Hold
5,761
– – 0.02% 214
2016
Q2 		$320K Sell
5,761
-133
-2% -$6.87K 0.02% 217
2016
Q1 		$274K Sell
5,894
-1,407
-19% -$62.6K 0.01% 221
2015
Q4 		$347K Sell
7,301
-333
-4% -$16.2K 0.02% 215
2015
Q3 		$365K Sell
7,634
-3,460
-31% -$176K 0.02% 205
2015
Q2 		$599K Sell
11,094
-789
-7% -$40.5K 0.03% 175
2015
Q1 		$556K Sell
11,883
-38,110
-76% -$1.74M 0.03% 178
2014
Q4 		$2.04M Buy
+49,993
New +$1.77M 0.1% 110

Other funds holding CDK

IA
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
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

Bartlett & Co's CDK Position: Q3 2022 in Review

Bartlett & Co sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 4,395 shares — an estimated $241K sold.

Bartlett & Co first reported a position in CDK in Q4 2014 and held it in 29 quarters. The position peaked at $2.04M in Q4 2014. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Bartlett & Co reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co sold 4,395 CDK Global, Inc. shares in Q3 2022, an estimated $241K.
  • Bartlett & Co first reported a position in CDK Global, Inc. in Q4 2014 and held it in 29 quarters.
  • Bartlett & Co's CDK Global, Inc. position peaked at $2.04M in Q4 2014.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.