LJHT
CDK

Laurie J. Hall Trustee’s CDK Global, Inc. CDK Stock Holding History

Laurie J. Hall Trustee’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
-3,786
Closed -$207K – 326
2022
Q2 		$207K Sell
3,786
-1,200
-24% -$64.9K 0.1% 101
2022
Q1 		$242K Sell
4,986
-200
-4% -$8.95K 0.09% 104
2021
Q4 		$216K Hold
5,186
– – 0.08% 115
2021
Q3 		$221K Hold
5,186
– – 0.09% 105
2021
Q2 		$258K Hold
5,186
– – 0.1% 99
2021
Q1 		$280K Sell
5,186
-2,852
-35% -$148K 0.11% 99
2020
Q4 		$416K Buy
8,038
+2,578
+47% +$122K 0.17% 81
2020
Q3 		$238K Buy
+5,460
New +$243K 0.11% 98
2019
Q4 		$313K Sell
5,726
-522
-8% -$26.8K 0.14% 89
2019
Q3 		$300K Sell
6,248
-100
-2% -$4.79K 0.15% 90
2019
Q2 		$314K Sell
6,348
-293
-4% -$15.7K 0.16% 86
2019
Q1 		$391K Hold
6,641
– – 0.21% 76
2018
Q4 		$374K Hold
6,641
– – 0.21% 78
2018
Q3 		$416K Hold
6,641
– – 0.22% 73
2018
Q2 		$432K Hold
6,641
– – 0.25% 70
2018
Q1 		$421K Sell
6,641
-50
-0.7% -$3.5K 0.26% 67
2017
Q4 		$477K Hold
6,691
– – 0.27% 65
2017
Q3 		$422K Hold
6,691
– – 0.26% 65
2017
Q2 		$415K Hold
6,691
– – 0.27% 65
2017
Q1 		$425K Hold
6,691
– – 0.27% 61
2016
Q4 		$403K Buy
+6,691
New +$383K 0.26% 66
2016
Q2 		$390K Sell
6,882
-134
-2% -$6.92K 0.25% 68
2016
Q1 		$334K Sell
7,016
-387
-5% -$17.2K 0.21% 75
2015
Q4 		$318K Sell
7,403
-209
-3% -$10.1K 0.23% 74
2015
Q3 		$363K Hold
7,612
– – 0.29% 62
2015
Q2 		$411K Hold
7,612
– – 0.3% 64
2015
Q1 		$356K Sell
7,612
-83
-1% -$3.79K 0.26% 68
2014
Q4 		$314K Buy
+7,695
New +$273K 0.22% 72

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

Laurie J. Hall Trustee's CDK Position: Q3 2022 in Review

Laurie J. Hall Trustee sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 3,786 shares — an estimated $207K sold.

Laurie J. Hall Trustee first reported a position in CDK in Q4 2014 and held it in 28 quarters. The position peaked at $477K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Laurie J. Hall Trustee reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 3,786 CDK Global, Inc. shares in Q3 2022, an estimated $207K.
  • Laurie J. Hall Trustee first reported a position in CDK Global, Inc. in Q4 2014 and held it in 28 quarters.
  • Laurie J. Hall Trustee's CDK Global, Inc. position peaked at $477K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2022, filed 11 Oct 2022.