BLC
CDK

Brown, Lisle/Cummings’s CDK Global, Inc. CDK Stock Holding History

Brown, Lisle/Cummings’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
-16
Closed -$876 – 518
2022
Q2 		$876 Hold
16
– – ﹤0.01% 463
2022
Q1 		$779 Hold
16
– – ﹤0.01% 469
2021
Q4 		$668 Buy
+16
New +$671 ﹤0.01% 445

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

Brown, Lisle/Cummings's CDK Position: Q3 2022 in Review

Brown, Lisle/Cummings sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 16 shares — an estimated $876 sold.

Brown, Lisle/Cummings first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $876 in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Brown, Lisle/Cummings reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 16 CDK Global, Inc. shares in Q3 2022, an estimated $876.
  • Brown, Lisle/Cummings first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
  • Brown, Lisle/Cummings's CDK Global, Inc. position peaked at $876 in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2022, filed 1 Jul 2024.