FGAM
CDK

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

Financial Gravity 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
2020
Q1 		– Sell
-449
Closed -$25K – 1419
2019
Q4 		$25K Sell
449
-247
-35% -$12.7K 0.02% 945
2019
Q3 		$33K Sell
696
-513
-42% -$24.6K 0.03% 369
2019
Q2 		$60K Buy
1,209
+909
+303% +$48.7K 0.05% 299
2019
Q1 		$18K Buy
+300
New +$16.4K 0.01% 462

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's CDK Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of CDK Global, Inc. (CDK) in Q1 2020, closing a stake of 449 shares — an estimated $25K sold.

Financial Gravity Asset Management first reported a position in CDK in Q1 2019 and held it in 4 quarters. The position peaked at $60K in Q2 2019. 467 funds tracked by Wall St. Rank hold CDK as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining CDK Global, Inc. position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 449 CDK Global, Inc. shares in Q1 2020, an estimated $25K.
  • Financial Gravity Asset Management first reported a position in CDK Global, Inc. in Q1 2019 and held it in 4 quarters.
  • Financial Gravity Asset Management's CDK Global, Inc. position peaked at $60K in Q2 2019.
  • 467 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.