Burney Company’s CDK Global, Inc. CDK Stock Holding History

Burney Company’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
2019 Q2	–	Sell	-4,805	Closed	-$283K	–	465
2019 Q1	$283K	Buy	4,805 +187	+4%	+$10.2K	0.02%	391
2018 Q4	$221K	Sell	4,618 -228	-5%	-$12K	0.02%	405
2018 Q3	$303K	Sell	4,846 -115	-2%	-$7.29K	0.02%	379
2018 Q2	$323K	Buy	4,961 +1,080	+28%	+$69.8K	0.02%	362
2018 Q1	$246K	Buy	+3,881	New	+$272K	0.02%	367

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

TSW

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Burney Company's CDK Position: Q2 2019 in Review

Burney Company sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 4,805 shares — an estimated $283K sold.

Burney Company first reported a position in CDK in Q1 2018 and held it in 5 quarters. The position peaked at $323K in Q2 2018. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

Burney Company reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
Burney Company sold 4,805 CDK Global, Inc. shares in Q2 2019, an estimated $283K.
Burney Company first reported a position in CDK Global, Inc. in Q1 2018 and held it in 5 quarters.
Burney Company's CDK Global, Inc. position peaked at $323K in Q2 2018.
550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Burney Company's 13F filing for Q2 2019, filed 12 Aug 2019.