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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's CDK Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its CDK Global, Inc. (CDK) stake by 35% in Q4 2019, selling an estimated $12.7K and leaving 449 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #945.

Financial Gravity Asset Management first reported a position in CDK in Q1 2019 and has held it in 4 quarters since. The position peaked at $60K in Q2 2019. 517 funds tracked by Wall St. Rank hold CDK as of Q4 2019.

  • Financial Gravity Asset Management held 449 shares of CDK Global, Inc. worth $25K as of Q4 2019.
  • Financial Gravity Asset Management sold 247 CDK Global, Inc. shares in Q4 2019, an estimated $12.7K.
  • CDK Global, Inc. made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #945 holding.
  • Financial Gravity Asset Management first reported a position in CDK Global, Inc. in Q1 2019 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's CDK Global, Inc. position peaked at $60K in Q2 2019.
  • 517 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.