Graves Light Lenhart Wealth’s CDK Global, Inc. CDK Stock Holding History

Graves Light Lenhart Wealth’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 Q2	–	Sell	-156	Closed	-$8K	–	707
2022 Q1	$8K	Hold	156	–	–	﹤0.01%	564
2021 Q4	$7K	Hold	156	–	–	﹤0.01%	639
2021 Q3	$7K	Hold	156	–	–	﹤0.01%	623
2021 Q2	$8K	Hold	156	–	–	﹤0.01%	592
2021 Q1	$8K	Hold	156	–	–	﹤0.01%	608
2020 Q4	$8K	Buy	+156	New	+$7.4K	﹤0.01%	577

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Graves Light Lenhart Wealth's CDK Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of CDK Global, Inc. (CDK) in Q2 2022, closing a stake of 156 shares — an estimated $8K sold.

Graves Light Lenhart Wealth first reported a position in CDK in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 456 funds tracked by Wall St. Rank hold CDK as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining CDK Global, Inc. position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 156 CDK Global, Inc. shares in Q2 2022, an estimated $8K.
Graves Light Lenhart Wealth first reported a position in CDK Global, Inc. in Q4 2020 and held it in 6 quarters.
Graves Light Lenhart Wealth's CDK Global, Inc. position peaked at $8K in Q1 2022.
456 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.