BHIA
CDK

Birch Hill Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

Birch Hill Investment 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
2022
Q3 		– Sell
-339,251
Closed -$18.6M – 153
2022
Q2 		$18.6M Sell
339,251
-194,159
-36% -$10.5M 1.16% 28
2022
Q1 		$26M Buy
533,410
+5,834
+1% +$261K 1.39% 27
2021
Q4 		$22M Buy
527,576
+59,956
+13% +$2.52M 1.09% 28
2021
Q3 		$19.9M Buy
467,620
+5,860
+1% +$264K 1.07% 30
2021
Q2 		$22.9M Buy
461,760
+4,715
+1% +$250K 1.23% 28
2021
Q1 		$24.7M Buy
457,045
+58,283
+15% +$3.02M 1.41% 27
2020
Q4 		$20.7M Buy
398,762
+139,893
+54% +$6.64M 1.23% 28
2020
Q3 		$11.3M Sell
258,869
-1,655
-0.6% -$73.6K 0.75% 32
2020
Q2 		$10.8M Sell
260,524
-350
-0.1% -$13.5K 0.79% 31
2020
Q1 		$8.57M Sell
260,874
-6,060
-2% -$289K 0.75% 33
2019
Q4 		$14.6M Sell
266,934
-169,944
-39% -$8.73M 0.96% 31
2019
Q3 		$21M Sell
436,878
-18,190
-4% -$871K 1.51% 24
2019
Q2 		$22.5M Sell
455,068
-979
-0.2% -$52.4K 1.66% 22
2019
Q1 		$26.8M Buy
456,047
+15,708
+4% +$856K 2.04% 20
2018
Q4 		$21.1M Sell
440,339
-15,448
-3% -$815K 1.84% 21
2018
Q3 		$28.5M Buy
455,787
+17,759
+4% +$1.13M 2.09% 20
2018
Q2 		$28.5M Buy
438,028
+193,820
+79% +$12.5M 2.26% 18
2018
Q1 		$15.5M Sell
244,208
-1,175
-0.5% -$82.3K 1.28% 29
2017
Q4 		$17.5M Sell
245,383
-1,125
-0.5% -$75.5K 1.45% 29
2017
Q3 		$15.6M Sell
246,508
-45
-0% -$2.83K 1.35% 29
2017
Q2 		$15.3M Sell
246,553
-23,400
-9% -$1.47M 1.36% 30
2017
Q1 		$17.6M Buy
269,953
+21,910
+9% +$1.4M 1.5% 31
2016
Q4 		$14.8M Buy
248,043
+14,061
+6% +$804K 1.34% 31
2016
Q3 		$13.4M Buy
233,982
+29,842
+15% +$1.72M 1.25% 30
2016
Q2 		$11.3M Buy
204,140
+14,457
+8% +$747K 1.11% 33
2016
Q1 		$8.83M Sell
189,683
-7,733
-4% -$344K 0.93% 36
2015
Q4 		$9.37M Sell
197,416
-493
-0.2% -$23.9K 0.98% 34
2015
Q3 		$9.46M Sell
197,909
-126
-0.1% -$6.39K 1.03% 31
2015
Q2 		$10.7M Sell
198,035
-8,877
-4% -$455K 1.1% 33
2015
Q1 		$9.68M Sell
206,912
-9,928
-5% -$453K 0.99% 35
2014
Q4 		$8.84M Buy
+216,840
New +$7.68M 0.89% 36

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

Birch Hill Investment Advisors's CDK Position: Q3 2022 in Review

Birch Hill Investment Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 339,251 shares — an estimated $18.6M sold.

Birch Hill Investment Advisors first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $28.5M in Q3 2018. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Birch Hill Investment Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 339,251 CDK Global, Inc. shares in Q3 2022, an estimated $18.6M.
  • Birch Hill Investment Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • Birch Hill Investment Advisors's CDK Global, Inc. position peaked at $28.5M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.