Envestnet Asset Management
CDK

Envestnet Asset Management’s CDK Global, Inc. CDK Stock Holding History

Envestnet Asset 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
2022
Q3 		– Sell
-11,799
Closed -$646K – 4105
2022
Q2 		$646K Sell
11,799
-232,102
-95% -$12.5M ﹤0.01% 2910
2022
Q1 		$11.9M Buy
243,901
+81,654
+50% +$3.65M 0.01% 1108
2021
Q4 		$6.77M Buy
162,247
+6,831
+4% +$287K ﹤0.01% 1421
2021
Q3 		$6.61M Sell
155,416
-28,027
-15% -$1.26M ﹤0.01% 1365
2021
Q2 		$9.12M Sell
183,443
-94,121
-34% -$4.98M 0.01% 1183
2021
Q1 		$15M Buy
277,564
+218,690
+371% +$11.3M 0.01% 840
2020
Q4 		$3.05M Buy
58,874
+4,465
+8% +$212K ﹤0.01% 1518
2020
Q3 		$2.37M Buy
54,409
+3,291
+6% +$146K ﹤0.01% 1518
2020
Q2 		$2.12M Sell
51,118
-29,070
-36% -$1.12M ﹤0.01% 1544
2020
Q1 		$2.63M Sell
80,188
-10,127
-11% -$484K ﹤0.01% 1284
2019
Q4 		$4.94M Sell
90,315
-8,043
-8% -$413K 0.01% 1134
2019
Q3 		$4.73M Sell
98,358
-4,526
-4% -$217K 0.01% 1093
2019
Q2 		$5.09M Buy
102,884
+1,225
+1% +$65.6K 0.01% 1044
2019
Q1 		$5.98M Buy
101,659
+44,321
+77% +$2.42M 0.01% 909
2018
Q4 		$2.75M Buy
57,338
+36,387
+174% +$1.92M ﹤0.01% 1170
2018
Q3 		$1.31M Sell
20,951
-52,462
-71% -$3.33M ﹤0.01% 682
2018
Q2 		$4.78M Buy
73,413
+71,328
+3,421% +$4.61M 0.01% 503
2018
Q1 		$133K Sell
2,085
-12,703
-86% -$890K ﹤0.01% 1809
2017
Q4 		$1.05M Sell
14,788
-4,903
-25% -$329K ﹤0.01% 1186
2017
Q3 		$1.24M Buy
19,691
+3,716
+23% +$234K ﹤0.01% 1078
2017
Q2 		$991K Buy
15,975
+2,272
+17% +$142K ﹤0.01% 1193
2017
Q1 		$888K Buy
13,703
+12,981
+1,798% +$831K ﹤0.01% 1265
2016
Q4 		$41K Sell
722
-2,832
-80% -$162K ﹤0.01% 2508
2016
Q3 		$204K Sell
3,554
-18
-0.5% -$1.04K ﹤0.01% 2006
2016
Q2 		$198K Sell
3,572
-3
-0.1% -$155 ﹤0.01% 2099
2016
Q1 		$166K Buy
3,575
+692
+24% +$30.8K ﹤0.01% 2175
2015
Q4 		$137K Buy
2,883
+131
+5% +$6.36K ﹤0.01% 2235
2015
Q3 		$131K Sell
2,752
-1,426
-34% -$72.3K ﹤0.01% 2227
2015
Q2 		$226K Buy
+4,178
New +$214K ﹤0.01% 2081

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

Envestnet Asset Management's CDK Position: Q3 2022 in Review

Envestnet Asset Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 11,799 shares — an estimated $646K sold.

Envestnet Asset Management first reported a position in CDK in Q2 2015 and held it in 29 quarters. The position peaked at $15M in Q1 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Envestnet Asset Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 11,799 CDK Global, Inc. shares in Q3 2022, an estimated $646K.
  • Envestnet Asset Management first reported a position in CDK Global, Inc. in Q2 2015 and held it in 29 quarters.
  • Envestnet Asset Management's CDK Global, Inc. position peaked at $15M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Envestnet Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.