BV
CDK

Boxwood Ventures’s CDK Global, Inc. CDK Stock Holding History

Boxwood Ventures’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
-13,560
Closed -$743K – 29
2022
Q2 		$743K Hold
13,560
– – 1.76% 14
2022
Q1 		$660K Buy
+13,560
New +$606K 1.38% 15

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 $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

Boxwood Ventures's CDK Position: Q3 2022 in Review

Boxwood Ventures sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 13,560 shares — an estimated $743K sold.

Boxwood Ventures first reported a position in CDK in Q1 2022 and held it in 2 quarters. The position peaked at $743K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Boxwood Ventures reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Boxwood Ventures sold 13,560 CDK Global, Inc. shares in Q3 2022, an estimated $743K.
  • Boxwood Ventures first reported a position in CDK Global, Inc. in Q1 2022 and held it in 2 quarters.
  • Boxwood Ventures's CDK Global, Inc. position peaked at $743K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Boxwood Ventures's 13F filing for Q3 2022, filed 9 Nov 2022.