IIC
CDK

Ironwood Investment Counsel’s CDK Global, Inc. CDK Stock Holding History

Ironwood Investment Counsel’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
-8,606
Closed -$471K – 198
2022
Q2 		$471K Sell
8,606
-1,188
-12% -$64.2K 0.13% 119
2022
Q1 		$476K Sell
9,794
-925
-9% -$41.4K 0.12% 132
2021
Q4 		$447K Hold
10,719
– – 0.1% 141
2021
Q3 		$456K Buy
10,719
+465
+5% +$21K 0.12% 128
2021
Q2 		$509K Hold
10,254
– – 0.14% 122
2021
Q1 		$554K Sell
10,254
-15,974
-61% -$829K 0.16% 113
2020
Q4 		$1.36M Buy
26,228
+592
+2% +$28.1K 0.31% 76
2020
Q3 		$1.12M Buy
25,636
+350
+1% +$15.6K 0.3% 74
2020
Q2 		$1.05M Buy
25,286
+1,578
+7% +$60.7K 0.32% 73
2020
Q1 		$778K Buy
23,708
+8,160
+52% +$390K 0.31% 77
2019
Q4 		$850K Hold
15,548
– – 0.29% 78
2019
Q3 		$747K Buy
15,548
+5,855
+60% +$280K 0.28% 79
2019
Q2 		$479K Sell
9,693
-100
-1% -$5.36K 0.18% 91
2019
Q1 		$576K Buy
9,793
+667
+7% +$36.4K 0.23% 85
2018
Q4 		$436K Buy
+9,126
New +$482K 0.19% 94
2015
Q3 		– Sell
-5,973
Closed -$322K – 136
2015
Q2 		$322K Sell
5,973
-300
-5% -$15.4K 0.16% 107
2015
Q1 		$293K Sell
6,273
-1,050
-14% -$47.9K 0.15% 116
2014
Q4 		$298K Buy
+7,323
New +$259K 0.15% 112

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $9.54B AUM 19.86% 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

Ironwood Investment Counsel's CDK Position: Q3 2022 in Review

Ironwood Investment Counsel sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 8,606 shares — an estimated $471K sold.

Ironwood Investment Counsel first reported a position in CDK in Q4 2014 and held it in 18 quarters. The position peaked at $1.36M in Q4 2020. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Ironwood Investment Counsel reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Ironwood Investment Counsel sold 8,606 CDK Global, Inc. shares in Q3 2022, an estimated $471K.
  • Ironwood Investment Counsel first reported a position in CDK Global, Inc. in Q4 2014 and held it in 18 quarters.
  • Ironwood Investment Counsel's CDK Global, Inc. position peaked at $1.36M in Q4 2020.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Ironwood Investment Counsel's 13F filing for Q3 2022, filed 9 Nov 2022.