Ergoteles’s CDK Global, Inc. CDK Stock Holding History

Ergoteles’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	-413,031	Closed	-$22.6M	–	2245
2022 Q2	$22.6M	Buy	+413,031	New	+$22.3M	0.68%	17
2022 Q1	–	Sell	-73,680	Closed	-$3.08M	–	1769
2021 Q4	$3.08M	Buy	+73,680	New	+$3.09M	0.12%	176
2021 Q2	–	Sell	-28,690	Closed	-$1.55M	–	1759
2021 Q1	$1.55M	Sell	28,690 -69,910	-71%	-$3.63M	0.05%	317
2020 Q4	$5.11M	Buy	98,600 +50,125	+103%	+$2.38M	0.17%	136
2020 Q3	$2.11M	Buy	+48,475	New	+$2.16M	0.28%	64

Other funds holding CDK

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

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

Ergoteles's CDK Position: Q3 2022 in Review

Ergoteles sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 413,031 shares — an estimated $22.6M sold.

Ergoteles first reported a position in CDK in Q3 2020 and held it in 5 quarters. The position peaked at $22.6M in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Ergoteles reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Ergoteles sold 413,031 CDK Global, Inc. shares in Q3 2022, an estimated $22.6M.
Ergoteles first reported a position in CDK Global, Inc. in Q3 2020 and held it in 5 quarters.
Ergoteles's CDK Global, Inc. position peaked at $22.6M in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.