Essex Investment Management’s CDK Global, Inc. CDK Stock Holding History

Essex Investment 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	-201	Closed	-$11K	–	445
2022 Q2	$11K	Hold	201	–	–	﹤0.01%	382
2022 Q1	$10K	Sell	201 -44	-18%	-$1.97K	﹤0.01%	372
2021 Q4	$10K	Hold	245	–	–	﹤0.01%	384
2021 Q3	$10K	Hold	245	–	–	﹤0.01%	397
2021 Q2	$12K	Hold	245	–	–	﹤0.01%	392
2021 Q1	$13K	Hold	245	–	–	﹤0.01%	415
2020 Q4	$13K	Hold	245	–	–	﹤0.01%	433
2020 Q3	$11K	Hold	245	–	–	﹤0.01%	439
2020 Q2	$10K	Hold	245	–	–	﹤0.01%	396
2020 Q1	$8K	Sell	245 -376	-61%	-$18K	﹤0.01%	368
2019 Q4	$34K	Hold	621	–	–	﹤0.01%	418
2019 Q3	$30K	Hold	621	–	–	﹤0.01%	410
2019 Q2	$31K	Hold	621	–	–	﹤0.01%	417
2019 Q1	$37K	Hold	621	–	–	0.01%	407
2018 Q4	$30K	Buy	+621	New	+$32.8K	﹤0.01%	414

Other funds holding CDK

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

CWC

Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

Essex Investment Management's CDK Position: Q3 2022 in Review

Essex Investment Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 201 shares — an estimated $11K sold.

Essex Investment Management first reported a position in CDK in Q4 2018 and held it in 15 quarters. The position peaked at $37K in Q1 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Essex Investment Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Essex Investment Management sold 201 CDK Global, Inc. shares in Q3 2022, an estimated $11K.
Essex Investment Management first reported a position in CDK Global, Inc. in Q4 2018 and held it in 15 quarters.
Essex Investment Management's CDK Global, Inc. position peaked at $37K in Q1 2019.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

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