JA
CDK

JOYN Advisors’s CDK Global, Inc. CDK Stock Holding History

JOYN Advisors’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
2018
Q3 		– Sell
-1,974
Closed -$128K – 1939
2018
Q2 		$128K Sell
1,974
-4,600
-70% -$297K 0.03% 180
2018
Q1 		$416K Buy
6,574
+2,961
+82% +$207K 0.09% 75
2017
Q4 		$258K Buy
+3,613
New +$243K 0.05% 139

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

JOYN Advisors's CDK Position: Q3 2018 in Review

JOYN Advisors sold out of CDK Global, Inc. (CDK) in Q3 2018, closing a stake of 1,974 shares — an estimated $128K sold.

JOYN Advisors first reported a position in CDK in Q4 2017 and held it in 3 quarters. The position peaked at $416K in Q1 2018. 610 funds tracked by Wall St. Rank hold CDK as of Q3 2018.

  • JOYN Advisors reported no remaining CDK Global, Inc. position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 1,974 CDK Global, Inc. shares in Q3 2018, an estimated $128K.
  • JOYN Advisors first reported a position in CDK Global, Inc. in Q4 2017 and held it in 3 quarters.
  • JOYN Advisors's CDK Global, Inc. position peaked at $416K in Q1 2018.
  • 610 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.