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
2018
Q3 		– Sell
-8,477
Closed -$551K – 235
2018
Q2 		$551K Buy
+8,477
New +$548K 0.03% 148

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.