Colony Group’s CDK Global, Inc. CDK Stock Holding History

Colony 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	-10,442	Closed	-$572K	–	845
2022 Q2	$572K	Buy	10,442 +4,991	+92%	+$270K	0.01%	571
2022 Q1	$265K	Buy	+5,451	New	+$244K	﹤0.01%	754
2015 Q3	–	Sell	-100	Closed	-$5K	–	932
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	658
2015 Q1	$5K	Hold	100	–	–	﹤0.01%	639
2014 Q4	$4K	Buy	+100	New	+$3.54K	﹤0.01%	672

Other funds holding CDK

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

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

Colony Group's CDK Position: Q3 2022 in Review

Colony Group sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 10,442 shares — an estimated $572K sold.

Colony Group first reported a position in CDK in Q4 2014 and held it in 5 quarters. The position peaked at $572K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Colony Group reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Colony Group sold 10,442 CDK Global, Inc. shares in Q3 2022, an estimated $572K.
Colony Group first reported a position in CDK Global, Inc. in Q4 2014 and held it in 5 quarters.
Colony Group's CDK Global, Inc. position peaked at $572K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Colony Group's 13F filing for Q3 2022, filed 15 Nov 2022.