CT
CDK

Caldwell Trust’s CDK Global, Inc. CDK Stock Holding History

Caldwell Trust’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
2020
Q3 		– Sell
-100
Closed -$4.14K – 771
2020
Q2 		$4.14K Hold
100
– – ﹤0.01% 702
2020
Q1 		$3.29K Sell
100
-23
-19% -$1.1K ﹤0.01% 727
2019
Q4 		$6.73K Buy
+123
New +$6.32K ﹤0.01% 718

Other funds holding CDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Caldwell Trust's CDK Position: Q3 2020 in Review

Caldwell Trust sold out of CDK Global, Inc. (CDK) in Q3 2020, closing a stake of 100 shares — an estimated $4.14K sold.

Caldwell Trust first reported a position in CDK in Q4 2019 and held it in 3 quarters. The position peaked at $6.73K in Q4 2019. 471 funds tracked by Wall St. Rank hold CDK as of Q3 2020.

  • Caldwell Trust reported no remaining CDK Global, Inc. position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 100 CDK Global, Inc. shares in Q3 2020, an estimated $4.14K.
  • Caldwell Trust first reported a position in CDK Global, Inc. in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's CDK Global, Inc. position peaked at $6.73K in Q4 2019.
  • 471 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.