HR
CDK

Howe & Rusling’s CDK Global, Inc. CDK Stock Holding History

Howe & Rusling’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
-34
Closed -$2K – 1244
2022
Q2 		$2K Sell
34
-246
-88% -$13.3K ﹤0.01% 918
2022
Q1 		$14K Hold
280
– – ﹤0.01% 480
2021
Q4 		$12K Sell
280
-887
-76% -$37.2K ﹤0.01% 515
2021
Q3 		$50K Hold
1,167
– – 0.01% 312
2021
Q2 		$58K Buy
1,167
+38
+3% +$2.01K 0.01% 286
2021
Q1 		$61K Sell
1,129
-20
-2% -$1.04K 0.01% 279
2020
Q4 		$60K Buy
1,149
+56
+5% +$2.66K 0.01% 270
2020
Q3 		$48K Sell
1,093
-14
-1% -$622 0.01% 270
2020
Q2 		$46K Sell
1,107
-29
-3% -$1.12K 0.01% 259
2020
Q1 		$37K Buy
1,136
+36
+3% +$1.72K 0.01% 280
2019
Q4 		$60K Buy
1,100
+34
+3% +$1.75K 0.01% 274
2019
Q3 		$51K Sell
1,066
-90
-8% -$4.31K 0.01% 297
2019
Q2 		$57K Buy
1,156
+1,060
+1,104% +$56.8K 0.01% 284
2019
Q1 		$6K Buy
96
+57
+146% +$3.11K ﹤0.01% 523
2018
Q4 		$2K Buy
39
+3
+8% +$158 ﹤0.01% 700
2018
Q3 		$2K Buy
36
+8
+29% +$507 ﹤0.01% 750
2018
Q2 		$2K Buy
+28
New +$1.81K ﹤0.01% 708
2017
Q3 		– Sell
-230
Closed -$14K – 992
2017
Q2 		$14K Buy
+230
New +$14.4K ﹤0.01% 424
2016
Q3 		– Sell
-21
Closed -$1K – 1152
2016
Q2 		$1K Sell
21
-33
-61% -$1.71K ﹤0.01% 937
2016
Q1 		$3K Hold
54
– – ﹤0.01% 806
2015
Q4 		$3K Hold
54
– – ﹤0.01% 769
2015
Q3 		$3K Hold
54
– – ﹤0.01% 772
2015
Q2 		$3K Sell
54
-34
-39% -$1.74K ﹤0.01% 810
2015
Q1 		$4K Sell
88
-242
-73% -$11K ﹤0.01% 676
2014
Q4 		$13K Buy
+330
New +$11.7K ﹤0.01% 461

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

Howe & Rusling's CDK Position: Q3 2022 in Review

Howe & Rusling sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 34 shares — an estimated $2K sold.

Howe & Rusling first reported a position in CDK in Q4 2014 and held it in 25 quarters. The position peaked at $61K in Q1 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Howe & Rusling reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Howe & Rusling sold 34 CDK Global, Inc. shares in Q3 2022, an estimated $2K.
  • Howe & Rusling first reported a position in CDK Global, Inc. in Q4 2014 and held it in 25 quarters.
  • Howe & Rusling's CDK Global, Inc. position peaked at $61K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.