EWM
CDK

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

Evercore 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
2022
Q3 		– Sell
-5,455
Closed -$299K – 401
2022
Q2 		$299K Sell
5,455
-2,048
-27% -$111K 0.01% 319
2022
Q1 		$365K Hold
7,503
– – 0.01% 316
2021
Q4 		$313K Sell
7,503
-166
-2% -$6.97K 0.01% 350
2021
Q3 		$326K Buy
7,669
+499
+7% +$22.5K 0.01% 349
2021
Q2 		$356K Hold
7,170
– – 0.01% 336
2021
Q1 		$388K Hold
7,170
– – 0.01% 328
2020
Q4 		$371K Sell
7,170
-20
-0.3% -$949 0.01% 329
2020
Q3 		$314K Buy
7,190
+20
+0.3% +$889 0.01% 312
2020
Q2 		$297K Buy
7,170
+833
+13% +$32.1K 0.01% 309
2020
Q1 		$209K Sell
6,337
-200
-3% -$9.55K 0.01% 341
2019
Q4 		$358K Sell
6,537
-150
-2% -$7.71K 0.01% 324
2019
Q3 		$321K Buy
6,687
+14
+0.2% +$670 0.01% 328
2019
Q2 		$330K Sell
6,673
-50
-0.7% -$2.68K 0.01% 327
2019
Q1 		$395K Buy
6,723
+70
+1% +$3.82K 0.01% 297
2018
Q4 		$319K Buy
6,653
+1,418
+27% +$74.8K 0.01% 300
2018
Q3 		$328K Sell
5,235
-183
-3% -$11.6K 0.01% 331
2018
Q2 		$352K Sell
5,418
-1,418
-21% -$91.7K 0.01% 309
2018
Q1 		$433K Hold
6,836
– – 0.02% 261
2017
Q4 		$487K Sell
6,836
-920
-12% -$61.8K 0.02% 258
2017
Q3 		$490K Hold
7,756
– – 0.02% 255
2017
Q2 		$481K Sell
7,756
-2,874
-27% -$180K 0.02% 259
2017
Q1 		$691K Hold
10,630
– – 0.03% 220
2016
Q4 		$635K Sell
10,630
-100
-0.9% -$5.72K 0.03% 233
2016
Q3 		$615K Hold
10,730
– – 0.03% 225
2016
Q2 		$595K Sell
10,730
-200
-2% -$10.3K 0.03% 224
2016
Q1 		$509K Sell
10,930
-2,031
-16% -$90.4K 0.02% 238
2015
Q4 		$615K Buy
12,961
+1,833
+16% +$88.9K 0.03% 229
2015
Q3 		$534K Buy
11,128
+266
+2% +$13.5K 0.03% 246
2015
Q2 		$588K Buy
10,862
+472
+5% +$24.2K 0.03% 251
2015
Q1 		$487K Sell
10,390
-3,210
-24% -$146K 0.02% 281
2014
Q4 		$551K Buy
+13,600
New +$482K 0.03% 226

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

Evercore Wealth Management's CDK Position: Q3 2022 in Review

Evercore Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 5,455 shares — an estimated $299K sold.

Evercore Wealth Management first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $691K in Q1 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Evercore Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 5,455 CDK Global, Inc. shares in Q3 2022, an estimated $299K.
  • Evercore Wealth Management first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • Evercore Wealth Management's CDK Global, Inc. position peaked at $691K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

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