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

Lake Point 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
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	434
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	415
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	431
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	396
2021 Q2	$1K	Buy	+18	New	+$953	﹤0.01%	404
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	374
2019 Q4	$1K	Buy	+18	New	+$925	﹤0.01%	588
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	638
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	637
2018 Q4	$1K	Buy	+18	New	+$950	﹤0.01%	794

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Point Wealth Management's CDK Position: Q2 2022 in Review

Lake Point Wealth Management held its CDK Global, Inc. (CDK) position steady in Q2 2022 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Lake Point Wealth Management first reported a position in CDK in Q4 2018 and has held it in 10 quarters since. 456 funds tracked by Wall St. Rank hold CDK as of Q2 2022.

Lake Point Wealth Management held 18 shares of CDK Global, Inc. worth $1K as of Q2 2022.
Lake Point Wealth Management left its CDK Global, Inc. share count unchanged in Q2 2022.
CDK Global, Inc. made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #434 holding.
Lake Point Wealth Management first reported a position in CDK Global, Inc. in Q4 2018 and has held it in 10 quarters since.
456 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.