CGH
CDK

Crossmark Global Holdings’s CDK Global, Inc. CDK Stock Holding History

Crossmark Global Holdings’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
-11,194
Closed -$613K – 1300
2022
Q2 		$613K Sell
11,194
-600
-5% -$32.4K 0.02% 725
2022
Q1 		$574K Sell
11,794
-664
-5% -$29.7K 0.01% 844
2021
Q4 		$520K Buy
12,458
+1,674
+16% +$70.3K 0.01% 873
2021
Q3 		$459K Sell
10,784
-50
-0.5% -$2.25K 0.01% 964
2021
Q2 		$538K Sell
10,834
-210
-2% -$11.1K 0.01% 880
2021
Q1 		$597K Buy
11,044
+90
+0.8% +$4.67K 0.01% 813
2020
Q4 		$568K Sell
10,954
-130
-1% -$6.17K 0.01% 789
2020
Q3 		$483K Sell
11,084
-160
-1% -$7.11K 0.01% 783
2020
Q2 		$466K Buy
11,244
+358
+3% +$13.8K 0.01% 790
2020
Q1 		$358K Sell
10,886
-140
-1% -$6.69K 0.01% 767
2019
Q4 		$603K Buy
11,026
+87
+0.8% +$4.47K 0.02% 718
2019
Q3 		$526K Sell
10,939
-640
-6% -$30.6K 0.02% 766
2019
Q2 		$572K Sell
11,579
-558
-5% -$29.9K 0.02% 759
2019
Q1 		$714K Sell
12,137
-300
-2% -$16.4K 0.02% 653
2018
Q4 		$595K Sell
12,437
-942
-7% -$49.7K 0.02% 693
2018
Q3 		$837K Buy
13,379
+110
+0.8% +$6.97K 0.02% 682
2018
Q2 		$863K Sell
13,269
-650
-5% -$42K 0.02% 663
2018
Q1 		$882K Sell
13,919
-1,811
-12% -$127K 0.02% 656
2017
Q4 		$1.12M Buy
15,730
+168
+1% +$11.3K 0.03% 602
2017
Q3 		$982K Buy
+15,562
New +$980K 0.03% 617
2016
Q3 		$982K Buy
+15,562
New +$895K 0.03% 617

Other funds holding CDK

IA
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
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

Crossmark Global Holdings's CDK Position: Q3 2022 in Review

Crossmark Global Holdings sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 11,194 shares — an estimated $613K sold.

Crossmark Global Holdings first reported a position in CDK in Q3 2016 and held it in 21 quarters. The position peaked at $1.12M in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Crossmark Global Holdings reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Crossmark Global Holdings sold 11,194 CDK Global, Inc. shares in Q3 2022, an estimated $613K.
  • Crossmark Global Holdings first reported a position in CDK Global, Inc. in Q3 2016 and held it in 21 quarters.
  • Crossmark Global Holdings's CDK Global, Inc. position peaked at $1.12M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Crossmark Global Holdings's 13F filing for Q3 2022, filed 1 Nov 2022.