Endurance Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Endurance Wealth Management’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	-633	Closed	-$33K	–	685
2020 Q4	$33K	Hold	633	–	–	﹤0.01%	368
2020 Q3	$28K	Sell	633 -144	-19%	-$6.4K	﹤0.01%	364
2020 Q2	$32K	Sell	777 -125	-14%	-$4.81K	0.01%	354
2020 Q1	$30K	Hold	902	–	–	0.01%	329
2019 Q4	$49K	Sell	902 -225	-20%	-$11.6K	0.01%	286
2019 Q3	$54K	Hold	1,127	–	–	0.01%	276
2019 Q2	$56K	Hold	1,127	–	–	0.01%	263
2019 Q1	$66K	Hold	1,127	–	–	0.01%	246
2018 Q4	$54K	Hold	1,127	–	–	0.01%	251
2018 Q3	$71K	Hold	1,127	–	–	0.01%	246
2018 Q2	$73K	Sell	1,127 -67	-6%	-$4.33K	0.01%	240
2018 Q1	$76K	Hold	1,194	–	–	0.01%	245
2017 Q4	$85K	Hold	1,194	–	–	0.01%	233
2017 Q3	$75K	Sell	1,194 -23	-2%	-$1.45K	0.01%	236
2017 Q2	$76K	Sell	1,217 -83	-6%	-$5.21K	0.01%	239
2017 Q1	$85K	Sell	1,300 -66	-5%	-$4.23K	0.01%	230
2016 Q4	$82K	Hold	1,366	–	–	0.01%	233
2016 Q3	$77K	Hold	1,366	–	–	0.01%	238
2016 Q2	$76K	Hold	1,366	–	–	0.01%	233
2016 Q1	$64	Hold	1,366	–	–	0.01%	242
2015 Q4	$65K	Hold	1,366	–	–	0.01%	242
2015 Q3	$68K	Sell	1,366 -50	-4%	-$2.54K	0.01%	246
2015 Q2	$76K	Buy	+1,416	New	+$72.6K	0.01%	235

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

Endurance Wealth Management's CDK Position: Q1 2021 in Review

Endurance Wealth Management sold out of CDK Global, Inc. (CDK) in Q1 2021, closing a stake of 633 shares — an estimated $33K sold.

Endurance Wealth Management first reported a position in CDK in Q2 2015 and held it in 23 quarters. The position peaked at $85K in Q4 2017. 459 funds tracked by Wall St. Rank hold CDK as of Q1 2021.

Endurance Wealth Management reported no remaining CDK Global, Inc. position as of Q1 2021 after selling out during the quarter.
Endurance Wealth Management sold 633 CDK Global, Inc. shares in Q1 2021, an estimated $33K.
Endurance Wealth Management first reported a position in CDK Global, Inc. in Q2 2015 and held it in 23 quarters.
Endurance Wealth Management's CDK Global, Inc. position peaked at $85K in Q4 2017.
459 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2021.

Based on Endurance Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.