CT
CDK

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

Cambridge 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
2022
Q3 		– Sell
-2,766
Closed -$152K – 923
2022
Q2 		$152K Sell
2,766
-600
-18% -$32.4K 0.01% 334
2022
Q1 		$164K Sell
3,366
-126
-4% -$5.63K 0.01% 360
2021
Q4 		$146K Buy
+3,492
New +$147K ﹤0.01% 380
2015
Q3 		– Sell
-4,099
Closed -$221K – 233
2015
Q2 		$221K Sell
4,099
-1,805
-31% -$92.6K 0.02% 206
2015
Q1 		$276K Sell
5,904
-2,392
-29% -$109K 0.02% 186
2014
Q4 		$338K Buy
+8,296
New +$294K 0.03% 164

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Cambridge Trust's CDK Position: Q3 2022 in Review

Cambridge Trust sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 2,766 shares — an estimated $152K sold.

Cambridge Trust first reported a position in CDK in Q4 2014 and held it in 6 quarters. The position peaked at $338K in Q4 2014. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Cambridge Trust reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Cambridge Trust sold 2,766 CDK Global, Inc. shares in Q3 2022, an estimated $152K.
  • Cambridge Trust first reported a position in CDK Global, Inc. in Q4 2014 and held it in 6 quarters.
  • Cambridge Trust's CDK Global, Inc. position peaked at $338K in Q4 2014.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Cambridge Trust's 13F filing for Q3 2022, filed 8 Nov 2022.