CCP
CDK

Clifford Capital Partners’s CDK Global, Inc. CDK Stock Holding History

Clifford Capital 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
-133,600
Closed -$7.32M – 47
2022
Q2 		$7.32M Sell
133,600
-65,835
-33% -$3.56M 2.93% 19
2022
Q1 		$9.71M Buy
199,435
+55,352
+38% +$2.48M 5.24% 1
2021
Q4 		$6.01M Buy
144,083
+23,069
+19% +$968K 4.49% 3
2021
Q3 		$5.15M Buy
121,014
+39,872
+49% +$1.8M 4.72% 3
2021
Q2 		$4.03M Buy
81,142
+4,341
+6% +$230K 3.77% 6
2021
Q1 		$4.15M Sell
76,801
-135,845
-64% -$7.05M 4.32% 4
2020
Q4 		$11M Buy
212,646
+24,871
+13% +$1.18M 4.31% 5
2020
Q3 		$8.19M Buy
187,775
+16,099
+9% +$716K 3.96% 4
2020
Q2 		$7.11M Buy
171,676
+398
+0.2% +$15.3K 3.67% 8
2020
Q1 		$5.63M Buy
171,278
+9,647
+6% +$461K 3.62% 11
2019
Q4 		$8.84M Sell
161,631
-59
-0% -$3.03K 4.04% 2
2019
Q3 		$7.78M Buy
161,690
+733
+0.5% +$35.1K 3.75% 5
2019
Q2 		$7.96M Buy
160,957
+26,537
+20% +$1.42M 3.84% 6
2019
Q1 		$7.91M Buy
134,420
+2,457
+2% +$134K 3.92% 7
2018
Q4 		$6.32M Buy
+131,963
New +$6.96M 3.76% 9

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

Clifford Capital Partners's CDK Position: Q3 2022 in Review

Clifford Capital Partners sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 133,600 shares — an estimated $7.32M sold.

Clifford Capital Partners first reported a position in CDK in Q4 2018 and held it in 15 quarters. The position peaked at $11M in Q4 2020. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Clifford Capital Partners reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Clifford Capital Partners sold 133,600 CDK Global, Inc. shares in Q3 2022, an estimated $7.32M.
  • Clifford Capital Partners first reported a position in CDK Global, Inc. in Q4 2018 and held it in 15 quarters.
  • Clifford Capital Partners's CDK Global, Inc. position peaked at $11M in Q4 2020.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Clifford Capital Partners's 13F filing for Q3 2022, filed 8 Nov 2022.