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

Liberty 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
2021 Q4	–	Sell	-513	Closed	-$22K	–	1208
2021 Q3	$22K	Buy	513 +55	+12%	+$2.48K	0.01%	624
2021 Q2	$23K	Buy	458 +55	+14%	+$2.91K	0.01%	483
2021 Q1	$20K	Hold	403	–	–	0.01%	465
2020 Q4	$20K	Hold	403	–	–	0.01%	462
2020 Q3	$18K	Hold	403	–	–	0.01%	422
2020 Q2	$17K	Sell	403 -14	-3%	-$539	0.01%	411
2020 Q1	$14K	Hold	417	–	–	0.01%	420
2019 Q4	$23K	Hold	417	–	–	0.02%	397
2019 Q3	$20K	Hold	417	–	–	0.02%	401
2019 Q2	$21K	Sell	417 -268	-39%	-$14.4K	0.02%	403
2019 Q1	$40K	Hold	685	–	–	0.03%	229
2018 Q4	$32K	Buy	+685	New	+$36.1K	0.02%	256

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CCP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Liberty Wealth Management's CDK Position: Q4 2021 in Review

Liberty Wealth Management sold out of CDK Global, Inc. (CDK) in Q4 2021, closing a stake of 513 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in CDK in Q4 2018 and held it in 12 quarters. The position peaked at $40K in Q1 2019. 448 funds tracked by Wall St. Rank hold CDK as of Q4 2021.

Liberty Wealth Management reported no remaining CDK Global, Inc. position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 513 CDK Global, Inc. shares in Q4 2021, an estimated $22K.
Liberty Wealth Management first reported a position in CDK Global, Inc. in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's CDK Global, Inc. position peaked at $40K in Q1 2019.
448 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.