Berman Capital Advisors’s CDK Global, Inc. CDK Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Sell	29 -326	-92%	-$14.7K	﹤0.01%	2030
2021 Q2	$17K	Buy	355 +9	+3%	+$477	﹤0.01%	982
2021 Q1	$17K	Sell	346 -16	-4%	-$830	﹤0.01%	858
2020 Q4	$18K	Hold	362	–	–	﹤0.01%	710
2020 Q3	$15K	Hold	362	–	–	﹤0.01%	674
2020 Q2	$14K	Sell	362 -12	-3%	-$462	﹤0.01%	662
2020 Q1	$11K	Buy	374 +41	+12%	+$1.96K	﹤0.01%	652
2019 Q4	$18K	Hold	333	–	–	0.01%	574
2019 Q3	$16K	Sell	333 -290	-47%	-$13.9K	0.01%	579
2019 Q2	$30K	Buy	623 +269	+76%	+$14.4K	0.01%	414
2019 Q1	$20K	Sell	354 -139	-28%	-$7.58K	0.01%	463
2018 Q4	$22K	Buy	+493	New	+$26K	0.01%	378

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Berman Capital Advisors's CDK Position: Q3 2021 in Review

Berman Capital Advisors reduced its CDK Global, Inc. (CDK) stake by 92% in Q3 2021, selling an estimated $14.7K and leaving 29 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Berman Capital Advisors first reported a position in CDK in Q4 2018 and has held it in 12 quarters since. The position peaked at $30K in Q2 2019. 422 funds tracked by Wall St. Rank hold CDK as of Q3 2021.

Berman Capital Advisors held 29 shares of CDK Global, Inc. worth $1K as of Q3 2021.
Berman Capital Advisors sold 326 CDK Global, Inc. shares in Q3 2021, an estimated $14.7K.
CDK Global, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2030 holding.
Berman Capital Advisors first reported a position in CDK Global, Inc. in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's CDK Global, Inc. position peaked at $30K in Q2 2019.
422 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.