EIP
CDK

Ellis Investment Partners’s CDK Global, Inc. CDK Stock Holding History

Ellis Investment 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
-1,690
Closed -$92K – 846
2022
Q2 		$92K Hold
1,690
– – 0.02% 315
2022
Q1 		$82K Hold
1,690
– – 0.02% 352
2021
Q4 		$70K Hold
1,690
– – 0.02% 379
2021
Q3 		$71K Hold
1,690
– – 0.02% 357
2021
Q2 		$83K Hold
1,690
– – 0.02% 333
2021
Q1 		$91K Hold
1,690
– – 0.03% 305
2020
Q4 		$88K Hold
1,690
– – 0.03% 302
2020
Q3 		$73K Hold
1,690
– – 0.03% 302
2020
Q2 		$69K Hold
1,690
– – 0.03% 306
2020
Q1 		$51K Hold
1,690
– – 0.02% 295
2019
Q4 		$93K Hold
1,690
– – 0.03% 247
2019
Q3 		$79K Hold
1,690
– – 0.03% 262
2019
Q2 		$83K Buy
+1,690
New +$90.5K 0.03% 258

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

Ellis Investment Partners's CDK Position: Q3 2022 in Review

Ellis Investment Partners sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1,690 shares — an estimated $92K sold.

Ellis Investment Partners first reported a position in CDK in Q2 2019 and held it in 13 quarters. The position peaked at $93K in Q4 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Ellis Investment Partners reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 1,690 CDK Global, Inc. shares in Q3 2022, an estimated $92K.
  • Ellis Investment Partners first reported a position in CDK Global, Inc. in Q2 2019 and held it in 13 quarters.
  • Ellis Investment Partners's CDK Global, Inc. position peaked at $93K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Ellis Investment Partners's 13F filing for Q3 2022, filed 14 Nov 2022.