CS
CDK

Cannell & Spears’s CDK Global, Inc. CDK Stock Holding History

Cannell & Spears’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
-17,658
Closed -$967K – 213
2022
Q2 		$967K Sell
17,658
-584,770
-97% -$31.6M 0.09% 96
2022
Q1 		$29.3M Sell
602,428
-7,142
-1% -$319K 2.18% 20
2021
Q4 		$25.4M Sell
609,570
-31,619
-5% -$1.33M 1.72% 23
2021
Q3 		$27.3M Buy
641,189
+52,128
+9% +$2.35M 1.97% 22
2021
Q2 		$29.3M Sell
589,061
-55,407
-9% -$2.93M 2.1% 22
2021
Q1 		$34.8M Buy
644,468
+26,168
+4% +$1.36M 2.69% 15
2020
Q4 		$32M Buy
618,300
+49,997
+9% +$2.37M 2.68% 15
2020
Q3 		$24.8M Sell
568,303
-4,225
-0.7% -$188K 2.36% 15
2020
Q2 		$23.7M Buy
572,528
+322,401
+129% +$12.4M 2.49% 13
2020
Q1 		$8.22M Sell
250,127
-20,041
-7% -$957K 1.01% 24
2019
Q4 		$14.8M Buy
+270,168
New +$13.9M 1.58% 24

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

Cannell & Spears's CDK Position: Q3 2022 in Review

Cannell & Spears sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 17,658 shares — an estimated $967K sold.

Cannell & Spears first reported a position in CDK in Q4 2019 and held it in 11 quarters. The position peaked at $34.8M in Q1 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Cannell & Spears reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Cannell & Spears sold 17,658 CDK Global, Inc. shares in Q3 2022, an estimated $967K.
  • Cannell & Spears first reported a position in CDK Global, Inc. in Q4 2019 and held it in 11 quarters.
  • Cannell & Spears's CDK Global, Inc. position peaked at $34.8M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Cannell & Spears's 13F filing for Q3 2022, filed 14 Nov 2022.