DG
CDK

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

Discerene 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
-223,357
Closed -$12.2M – 15
2022
Q2 		$12.2M Sell
223,357
-902,276
-80% -$48.8M 1.66% 8
2022
Q1 		$54.8M Hold
1,125,633
– – 6.99% 5
2021
Q4 		$47M Sell
1,125,633
-67,452
-6% -$2.83M 9.6% 4
2021
Q3 		$50.8M Hold
1,193,085
– – 15.9% 2
2021
Q2 		$59.3M Sell
1,193,085
-13,700
-1% -$725K 19.05% 2
2021
Q1 		$65.2M Hold
1,206,785
– – 23.93% 2
2020
Q4 		$62.5M Buy
+1,206,785
New +$57.2M 27.88% 2

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