Cerity Partners’s CDK Global, Inc. CDK Stock Holding History

Cerity Partners’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	-6,271	Closed	-$344K	–	1289
2022 Q2	$344K	Buy	+6,271	New	+$339K	﹤0.01%	864
2021 Q1	–	Sell	-9,005	Closed	-$467K	–	756
2020 Q4	$467K	Buy	9,005 +1,205	+15%	+$57.2K	0.02%	428
2020 Q3	$341K	Buy	7,800 +47	+0.6%	+$2.09K	0.01%	382
2020 Q2	$321K	Buy	7,753 +11	+0.1%	+$423	0.02%	344
2020 Q1	$255K	Buy	+7,742	New	+$370K	0.02%	375
2018 Q3	–	Sell	-4,661	Closed	-$303K	–	574
2018 Q2	$303K	Buy	+4,661	New	+$301K	0.02%	417

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

Cerity Partners's CDK Position: Q3 2022 in Review

Cerity Partners sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 6,271 shares — an estimated $344K sold.

Cerity Partners first reported a position in CDK in Q2 2018 and held it in 6 quarters. The position peaked at $467K in Q4 2020. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Cerity Partners reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Cerity Partners sold 6,271 CDK Global, Inc. shares in Q3 2022, an estimated $344K.
Cerity Partners first reported a position in CDK Global, Inc. in Q2 2018 and held it in 6 quarters.
Cerity Partners's CDK Global, Inc. position peaked at $467K in Q4 2020.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Cerity Partners's 13F filing for Q3 2022, filed 14 Nov 2022.