DBRC
CDK

D.B. Root & Company’s CDK Global, Inc. CDK Stock Holding History

D.B. Root & Company’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
-4,266
Closed -$233K – 172
2022
Q2 		$233K Sell
4,266
-22
-0.5% -$1.19K 0.1% 157
2022
Q1 		$208K Buy
+4,288
New +$192K 0.08% 180
2021
Q3 		– Sell
-4,288
Closed -$213K – 203
2021
Q2 		$213K Buy
4,288
+22
+0.5% +$1.17K 0.08% 195
2021
Q1 		$230K Hold
4,266
– – 0.09% 192
2020
Q4 		$221K Buy
+4,266
New +$202K 0.09% 188
2020
Q1 		– Sell
-4,266
Closed -$233K – 209
2019
Q4 		$233K Hold
4,266
– – 0.1% 177
2019
Q3 		$205K Hold
4,266
– – 0.1% 186
2019
Q2 		$210K Hold
4,266
– – 0.09% 190
2019
Q1 		$251K Hold
4,266
– – 0.11% 183
2018
Q4 		$204K Hold
4,266
– – 0.1% 181
2018
Q3 		$267K Hold
4,266
– – 0.12% 176
2018
Q2 		$278K Hold
4,266
– – 0.13% 168
2018
Q1 		$270K Hold
4,266
– – 0.14% 161
2017
Q4 		$304K Buy
+4,266
New +$286K 0.26% 84

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

D.B. Root & Company's CDK Position: Q3 2022 in Review

D.B. Root & Company sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 4,266 shares — an estimated $233K sold.

D.B. Root & Company first reported a position in CDK in Q4 2017 and held it in 14 quarters. The position peaked at $304K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • D.B. Root & Company reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • D.B. Root & Company sold 4,266 CDK Global, Inc. shares in Q3 2022, an estimated $233K.
  • D.B. Root & Company first reported a position in CDK Global, Inc. in Q4 2017 and held it in 14 quarters.
  • D.B. Root & Company's CDK Global, Inc. position peaked at $304K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on D.B. Root & Company's 13F filing for Q3 2022, filed 26 Oct 2022.