Elm Advisors’s CDK Global, Inc. CDK Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-322	Closed	-$17K	–	271
2020 Q4	$17K	Buy	+322	New	+$15.3K	0.01%	215
2018 Q4	–	Sell	-472	Closed	-$30K	–	283
2018 Q3	$30K	Buy	+472	New	+$29.9K	0.02%	193

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Elm Advisors's CDK Position: Q1 2021 in Review

Elm Advisors sold out of CDK Global, Inc. (CDK) in Q1 2021, closing a stake of 322 shares — an estimated $17K sold.

Elm Advisors first reported a position in CDK in Q3 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 459 funds tracked by Wall St. Rank hold CDK as of Q1 2021.

Elm Advisors reported no remaining CDK Global, Inc. position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 322 CDK Global, Inc. shares in Q1 2021, an estimated $17K.
Elm Advisors first reported a position in CDK Global, Inc. in Q3 2018 and held it in 2 quarters.
Elm Advisors's CDK Global, Inc. position peaked at $30K in Q3 2018.
459 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.