Investment House LLC’s CDK Global, Inc. CDK Stock Holding History

Investment House LLC’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	-4,481	Closed	-$245K	–	222
2019 Q4	$245K	Hold	4,481	–	–	0.02%	199
2019 Q3	$215K	Hold	4,481	–	–	0.02%	187
2019 Q2	$222K	Hold	4,481	–	–	0.02%	186
2019 Q1	$264K	Hold	4,481	–	–	0.03%	162
2018 Q4	$215K	Sell	4,481 -66	-1%	-$3.48K	0.03%	165
2018 Q3	$284K	Hold	4,547	–	–	0.03%	166
2018 Q2	$296K	Hold	4,547	–	–	0.03%	165
2018 Q1	$288K	Sell	4,547 -100	-2%	-$7K	0.04%	164
2017 Q4	$331K	Sell	4,647 -75	-2%	-$5.04K	0.04%	156
2017 Q3	$298K	Hold	4,722	–	–	0.04%	165
2017 Q2	$293K	Hold	4,722	–	–	0.04%	172
2017 Q1	$307K	Sell	4,722 -1,201	-20%	-$76.9K	0.04%	167
2016 Q4	$354K	Sell	5,923 -2,511	-30%	-$144K	0.05%	151
2016 Q3	$484K	Sell	8,434 -141	-2%	-$8.11K	0.07%	145
2016 Q2	$476K	Sell	8,575 -116	-1%	-$5.99K	0.08%	139
2016 Q1	$405K	Sell	8,691 -388	-4%	-$17.3K	0.06%	145
2015 Q4	$431K	Sell	9,079 -100	-1%	-$4.85K	0.07%	130
2015 Q3	$439K	Sell	9,179 -166	-2%	-$8.42K	0.08%	127
2015 Q2	$504K	Sell	9,345 -397	-4%	-$20.4K	0.08%	128
2015 Q1	$455K	Sell	9,742 -449	-4%	-$20.5K	0.07%	128
2014 Q4	$415K	Buy	+10,191	New	+$361K	0.07%	130

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Investment House LLC's CDK Position: Q1 2020 in Review

Investment House LLC sold out of CDK Global, Inc. (CDK) in Q1 2020, closing a stake of 4,481 shares — an estimated $245K sold.

Investment House LLC first reported a position in CDK in Q4 2014 and held it in 21 quarters. The position peaked at $504K in Q2 2015. 467 funds tracked by Wall St. Rank hold CDK as of Q1 2020.

Investment House LLC reported no remaining CDK Global, Inc. position as of Q1 2020 after selling out during the quarter.
Investment House LLC sold 4,481 CDK Global, Inc. shares in Q1 2020, an estimated $245K.
Investment House LLC first reported a position in CDK Global, Inc. in Q4 2014 and held it in 21 quarters.
Investment House LLC's CDK Global, Inc. position peaked at $504K in Q2 2015.
467 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2020.

Based on Investment House LLC's 13F filing for Q1 2020, filed 8 Apr 2020.