JWM
CDK

Jeppson Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-300
Closed -$13K – 494
2020
Q3 		$13K Buy
+300
New +$13.3K 0.01% 373

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Jeppson Wealth Management's CDK Position: Q4 2020 in Review

Jeppson Wealth Management sold out of CDK Global, Inc. (CDK) in Q4 2020, closing a stake of 300 shares — an estimated $13K sold.

Jeppson Wealth Management first reported a position in CDK in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 485 funds tracked by Wall St. Rank hold CDK as of Q4 2020.

  • Jeppson Wealth Management reported no remaining CDK Global, Inc. position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 300 CDK Global, Inc. shares in Q4 2020, an estimated $13K.
  • Jeppson Wealth Management first reported a position in CDK Global, Inc. in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's CDK Global, Inc. position peaked at $13K in Q3 2020.
  • 485 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.