Centerstone Investors’s CDK Global, Inc. CDK Stock Holding History

Centerstone Investors’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	-150,000	Closed	-$8.22M	–	23
2022 Q2	$8.22M	Hold	150,000	–	–	9.46%	3
2022 Q1	$7.3M	Hold	150,000	–	–	7.58%	4
2021 Q4	$6.26M	Hold	150,000	–	–	5.51%	7
2021 Q3	$6.38M	Buy	+150,000	New	+$6.76M	6.12%	6

Other funds holding CDK

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

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

Centerstone Investors's CDK Position: Q3 2022 in Review

Centerstone Investors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 150,000 shares — an estimated $8.22M sold.

Centerstone Investors first reported a position in CDK in Q3 2021 and held it in 4 quarters. The position peaked at $8.22M in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Centerstone Investors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Centerstone Investors sold 150,000 CDK Global, Inc. shares in Q3 2022, an estimated $8.22M.
Centerstone Investors first reported a position in CDK Global, Inc. in Q3 2021 and held it in 4 quarters.
Centerstone Investors's CDK Global, Inc. position peaked at $8.22M in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Centerstone Investors's 13F filing for Q3 2022, filed 14 Nov 2022.