ESB
CDK

Essex Savings Bank’s CDK Global, Inc. CDK Stock Holding History

Essex Savings Bank’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
-8,282
Closed -$454K – 225
2022
Q2 		$454K Hold
8,282
– – 0.17% 122
2022
Q1 		$403K Hold
8,282
– – 0.13% 139
2021
Q4 		$346K Hold
8,282
– – 0.12% 156
2021
Q3 		$344K Hold
8,282
– – 0.13% 155
2021
Q2 		$434K Hold
8,282
– – 0.17% 140
2021
Q1 		$415K Hold
8,282
– – 0.18% 129
2020
Q4 		$429K Sell
8,282
-1,401
-14% -$66.5K 0.19% 124
2020
Q3 		$422K Hold
9,683
– – 0.21% 111
2020
Q2 		$401K Sell
9,683
-103
-1% -$3.96K 0.24% 99
2020
Q1 		$322K Sell
9,786
-3,133
-24% -$150K 0.23% 110
2019
Q4 		$706K Sell
12,919
-141
-1% -$7.25K 0.36% 74
2019
Q3 		$628K Buy
13,060
+12,406
+1,897% +$594K 0.33% 76
2019
Q2 		$33K Sell
654
-13,162
-95% -$705K 0.01% 508
2019
Q1 		$813K Sell
13,816
-38
-0.3% -$2.07K 0.46% 47
2018
Q4 		$663K Buy
+13,854
New +$731K 0.42% 55

Other funds holding CDK

IA
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
HI
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 Savings Bank's CDK Position: Q3 2022 in Review

Essex Savings Bank sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 8,282 shares — an estimated $454K sold.

Essex Savings Bank first reported a position in CDK in Q4 2018 and held it in 15 quarters. The position peaked at $813K in Q1 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Essex Savings Bank reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Essex Savings Bank sold 8,282 CDK Global, Inc. shares in Q3 2022, an estimated $454K.
  • Essex Savings Bank first reported a position in CDK Global, Inc. in Q4 2018 and held it in 15 quarters.
  • Essex Savings Bank's CDK Global, Inc. position peaked at $813K in Q1 2019.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Essex Savings Bank's 13F filing for Q3 2022, filed 19 Oct 2022.