Jones Financial Companies
CDK

Jones Financial Companies’s CDK Global, Inc. CDK Stock Holding History

Jones Financial Companies’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
2021
Q3 		– Sell
-24
Closed -$1K – 670
2021
Q2 		$1K Buy
+24
New +$1.27K ﹤0.01% 625
2021
Q1 		– Sell
-60
Closed -$3K – 890
2020
Q4 		$3K Buy
+60
New +$2.85K ﹤0.01% 582

Other funds holding CDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Jones Financial Companies's CDK Position: Q3 2021 in Review

Jones Financial Companies sold out of CDK Global, Inc. (CDK) in Q3 2021, closing a stake of 24 shares — an estimated $1K sold.

Jones Financial Companies first reported a position in CDK in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 422 funds tracked by Wall St. Rank hold CDK as of Q3 2021.

  • Jones Financial Companies reported no remaining CDK Global, Inc. position as of Q3 2021 after selling out during the quarter.
  • Jones Financial Companies sold 24 CDK Global, Inc. shares in Q3 2021, an estimated $1K.
  • Jones Financial Companies first reported a position in CDK Global, Inc. in Q4 2020 and held it in 2 quarters.
  • Jones Financial Companies's CDK Global, Inc. position peaked at $3K in Q4 2020.
  • 422 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2021.

Based on Jones Financial Companies's 13F filing for Q3 2021, filed 12 Nov 2021.