CYG
CDK

Clean Yield Group’s CDK Global, Inc. CDK Stock Holding History

Clean Yield Group’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
-257
Closed -$14K – 493
2022
Q2 		$14K Buy
257
+40
+18% +$2.16K 0.01% 317
2022
Q1 		$11K Hold
217
– – ﹤0.01% 355
2021
Q4 		$9K Hold
217
– – ﹤0.01% 379
2021
Q3 		$9K Hold
217
– – ﹤0.01% 391
2021
Q2 		$11K Buy
+217
New +$11.5K ﹤0.01% 363
2021
Q1 		– Sell
-475
Closed -$25K – 413
2020
Q4 		$25K Hold
475
– – 0.01% 297
2020
Q3 		$21K Hold
475
– – 0.01% 273
2020
Q2 		$20K Hold
475
– – 0.01% 267
2020
Q1 		$16K Sell
475
-171
-26% -$8.17K 0.01% 285
2019
Q4 		$35K Buy
646
+475
+278% +$24.4K 0.01% 249
2019
Q3 		$8K Buy
+171
New +$8.19K ﹤0.01% 303
2019
Q2 		– Sell
-200
Closed -$12K – 366
2019
Q1 		$12K Hold
200
– – ﹤0.01% 263
2018
Q4 		$10K Buy
+200
New +$10.6K ﹤0.01% 262
2017
Q2 		– Sell
-200
Closed -$13K – 279
2017
Q1 		$13K Buy
+200
New +$12.8K 0.01% 265
2016
Q4 		– Sell
-1,266
Closed -$73K – 292
2016
Q3 		$73K Hold
1,266
– – 0.03% 164
2016
Q2 		$70K Hold
1,266
– – 0.03% 163
2016
Q1 		$60K Buy
+1,266
New +$56.4K 0.03% 164
2015
Q2 		– Sell
-2,121
Closed -$101K – 313
2015
Q1 		$101K Sell
2,121
-8,795
-81% -$401K 0.04% 150
2014
Q4 		$445K Buy
+10,916
New +$387K 0.2% 93

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 $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

Clean Yield Group's CDK Position: Q3 2022 in Review

Clean Yield Group sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 257 shares — an estimated $14K sold.

Clean Yield Group first reported a position in CDK in Q4 2014 and held it in 19 quarters. The position peaked at $445K in Q4 2014. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Clean Yield Group reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Clean Yield Group sold 257 CDK Global, Inc. shares in Q3 2022, an estimated $14K.
  • Clean Yield Group first reported a position in CDK Global, Inc. in Q4 2014 and held it in 19 quarters.
  • Clean Yield Group's CDK Global, Inc. position peaked at $445K in Q4 2014.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Clean Yield Group's 13F filing for Q3 2022, filed 31 Oct 2022.