HPC
CDK

HM Payson & Co’s CDK Global, Inc. CDK Stock Holding History

HM Payson & Co’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
-2,487
Closed -$136K – 1115
2022
Q2 		$136K Hold
2,487
– – ﹤0.01% 427
2022
Q1 		$121K Hold
2,487
– – ﹤0.01% 465
2021
Q4 		$104K Buy
2,487
+93
+4% +$3.9K ﹤0.01% 493
2021
Q3 		$102K Hold
2,394
– – ﹤0.01% 472
2021
Q2 		$119K Hold
2,394
– – ﹤0.01% 453
2021
Q1 		$129K Sell
2,394
-274
-10% -$14.2K ﹤0.01% 448
2020
Q4 		$138K Hold
2,668
– – ﹤0.01% 439
2020
Q3 		$116K Hold
2,668
– – ﹤0.01% 438
2020
Q2 		$111K Sell
2,668
-33
-1% -$1.27K ﹤0.01% 422
2020
Q1 		$89K Sell
2,701
-327
-11% -$15.6K ﹤0.01% 418
2019
Q4 		$166K Hold
3,028
– – 0.01% 417
2019
Q3 		$146K Hold
3,028
– – 0.01% 431
2019
Q2 		$150K Buy
+3,028
New +$162K 0.01% 430
2018
Q4 		– Sell
-5,809
Closed -$363K – 345
2018
Q3 		$363K Sell
5,809
-262
-4% -$16.6K 0.02% 253
2018
Q2 		$395K Buy
6,071
+352
+6% +$22.8K 0.02% 246
2018
Q1 		$362K Buy
5,719
+70
+1% +$4.9K 0.01% 251
2017
Q4 		$403K Hold
5,649
– – 0.02% 261
2017
Q3 		$356K Sell
5,649
-66
-1% -$4.16K 0.02% 252
2017
Q2 		$355K Sell
5,715
-125
-2% -$7.84K 0.02% 260
2017
Q1 		$380K Buy
5,840
+233
+4% +$14.9K 0.02% 246
2016
Q4 		$335K Sell
5,607
-40
-0.7% -$2.29K 0.02% 254
2016
Q3 		$324K Sell
5,647
-1,750
-24% -$101K 0.02% 250
2016
Q2 		$410K Hold
7,397
– – 0.02% 229
2016
Q1 		$344K Buy
7,397
+593
+9% +$26.4K 0.02% 239
2015
Q4 		$323K Sell
6,804
-151
-2% -$7.33K 0.02% 248
2015
Q3 		$332K Sell
6,955
-633
-8% -$32.1K 0.02% 239
2015
Q2 		$410K Sell
7,588
-598
-7% -$30.7K 0.02% 226
2015
Q1 		$383K Sell
8,186
-5,358
-40% -$244K 0.02% 235
2014
Q4 		$552K Buy
+13,544
New +$480K 0.03% 219

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

HM Payson & Co's CDK Position: Q3 2022 in Review

HM Payson & Co sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 2,487 shares — an estimated $136K sold.

HM Payson & Co first reported a position in CDK in Q4 2014 and held it in 29 quarters. The position peaked at $552K in Q4 2014. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • HM Payson & Co reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • HM Payson & Co sold 2,487 CDK Global, Inc. shares in Q3 2022, an estimated $136K.
  • HM Payson & Co first reported a position in CDK Global, Inc. in Q4 2014 and held it in 29 quarters.
  • HM Payson & Co's CDK Global, Inc. position peaked at $552K in Q4 2014.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on HM Payson & Co's 13F filing for Q3 2022, filed 25 Oct 2022.