Lenox Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

Lenox Wealth 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
2022 Q1	$14K	Sell	260 -74	-22%	-$3.31K	﹤0.01%	432
2021 Q4	$14K	Hold	334	–	–	﹤0.01%	467
2021 Q3	$14K	Hold	334	–	–	﹤0.01%	431
2021 Q2	$17K	Buy	334 +260	+351%	+$13.8K	﹤0.01%	398
2021 Q1	$4K	Sell	74 -74	-50%	-$3.84K	﹤0.01%	553
2020 Q4	$8K	Buy	+148	New	+$7.02K	﹤0.01%	460
2016 Q4	–	Sell	-200	Closed	-$11K	–	200
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	171
2016 Q2	$11K	Hold	200	–	–	﹤0.01%	165
2016 Q1	$9K	Hold	200	–	–	﹤0.01%	171
2015 Q4	$9K	Hold	200	–	–	﹤0.01%	187
2015 Q3	$10K	Hold	200	–	–	﹤0.01%	185
2015 Q2	$11K	Hold	200	–	–	﹤0.01%	133
2015 Q1	$9K	Hold	200	–	–	﹤0.01%	172
2014 Q4	$8K	Buy	+200	New	+$7.08K	﹤0.01%	190

Other funds holding CDK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Lenox Wealth Advisors's CDK Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its CDK Global, Inc. (CDK) stake by 22% in Q1 2022, selling an estimated $3.31K and leaving 260 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Lenox Wealth Advisors first reported a position in CDK in Q4 2014 and has held it in 14 quarters since. The position peaked at $17K in Q2 2021. 466 funds tracked by Wall St. Rank hold CDK as of Q1 2022.

Lenox Wealth Advisors held 260 shares of CDK Global, Inc. worth $14K as of Q1 2022.
Lenox Wealth Advisors sold 74 CDK Global, Inc. shares in Q1 2022, an estimated $3.31K.
CDK Global, Inc. made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #432 holding.
Lenox Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2014 and has held it in 14 quarters since.
Lenox Wealth Advisors's CDK Global, Inc. position peaked at $17K in Q2 2021.
466 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.