CIA
CDK

Choate Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

Choate Investment Advisors’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
-3,809
Closed -$209K – 320
2022
Q2 		$209K Buy
+3,809
New +$206K 0.01% 247
2022
Q1 		– Sell
-5,078
Closed -$212K – 380
2021
Q4 		$212K Sell
5,078
-720
-12% -$30.2K 0.01% 273
2021
Q3 		$246K Sell
5,798
-1,596
-22% -$71.9K 0.02% 240
2021
Q2 		$367K Sell
7,394
-642
-8% -$34K 0.02% 203
2021
Q1 		$434K Sell
8,036
-814
-9% -$42.2K 0.03% 189
2020
Q4 		$459K Sell
8,850
-394
-4% -$18.7K 0.03% 172
2020
Q3 		$403K Hold
9,244
– – 0.03% 179
2020
Q2 		$383K Hold
9,244
– – 0.03% 180
2020
Q1 		$304K Sell
9,244
-1,040
-10% -$49.7K 0.02% 194
2019
Q4 		$562K Hold
10,284
– – 0.03% 151
2019
Q3 		$495K Sell
10,284
-956
-9% -$45.8K 0.03% 159
2019
Q2 		$556K Buy
11,240
+930
+9% +$49.8K 0.03% 150
2019
Q1 		$606K Buy
10,310
+1,888
+22% +$103K 0.04% 145
2018
Q4 		$403K Sell
8,422
-444
-5% -$23.4K 0.03% 162
2018
Q3 		$555K Buy
+8,866
New +$562K 0.03% 130
2018
Q2 		– Sell
-9,036
Closed -$584K – 239
2018
Q1 		$572K Sell
9,036
-676
-7% -$47.3K 0.03% 157
2017
Q4 		$692K Sell
9,712
-126
-1% -$8.46K 0.04% 152
2017
Q3 		$621K Hold
9,838
– – 0.03% 160
2017
Q2 		$611K Sell
9,838
-16
-0.2% -$1K 0.03% 153
2017
Q1 		$641K Sell
9,854
-205
-2% -$13.1K 0.04% 150
2016
Q4 		$600K Sell
10,059
-45
-0.4% -$2.57K 0.04% 146
2016
Q3 		$580K Hold
10,104
– – 0.04% 149
2016
Q2 		$561K Sell
10,104
-304
-3% -$15.7K 0.04% 140
2016
Q1 		$484K Sell
10,408
-3,732
-26% -$166K 0.03% 152
2015
Q4 		$576K Buy
14,140
+2,154
+18% +$105K 0.04% 158
2015
Q3 		$573K Sell
11,986
-395
-3% -$20K 0.04% 143
2015
Q2 		$668K Sell
12,381
-146
-1% -$7.49K 0.04% 134
2015
Q1 		$586K Sell
12,527
-1,613
-11% -$73.6K 0.03% 157
2014
Q4 		$576K Buy
+14,140
New +$501K 0.03% 159

Other funds holding CDK

IA
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
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

Choate Investment Advisors's CDK Position: Q3 2022 in Review

Choate Investment Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 3,809 shares — an estimated $209K sold.

Choate Investment Advisors first reported a position in CDK in Q4 2014 and held it in 29 quarters. The position peaked at $692K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Choate Investment Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Choate Investment Advisors sold 3,809 CDK Global, Inc. shares in Q3 2022, an estimated $209K.
  • Choate Investment Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 29 quarters.
  • Choate Investment Advisors's CDK Global, Inc. position peaked at $692K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Choate Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.