LifePlan Financial Group’s CDK Global, Inc. CDK Stock Holding History

LifePlan Financial Group’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
2020 Q3	$27K	Hold	611	–	–	0.01%	314
2020 Q2	$25K	Hold	611	–	–	0.01%	310
2020 Q1	$20K	Hold	611	–	–	0.01%	315
2019 Q4	$33K	Hold	611	–	–	0.01%	292
2019 Q3	$29K	Sell	611 -175	-22%	-$8.38K	0.01%	302
2019 Q2	$39K	Hold	786	–	–	0.02%	269
2019 Q1	$46K	Hold	786	–	–	0.02%	253
2018 Q4	$38K	Hold	786	–	–	0.02%	267
2018 Q3	$49K	Hold	786	–	–	0.03%	251
2018 Q2	$51K	Hold	786	–	–	0.03%	233
2018 Q1	$50K	Buy	+786	New	+$55K	0.03%	224

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CCP

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LifePlan Financial Group's CDK Position: Q3 2020 in Review

LifePlan Financial Group held its CDK Global, Inc. (CDK) position steady in Q3 2020 at 611 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #314.

LifePlan Financial Group first reported a position in CDK in Q1 2018 and has held it in 11 quarters since. The position peaked at $51K in Q2 2018. 471 funds tracked by Wall St. Rank hold CDK as of Q3 2020.

LifePlan Financial Group held 611 shares of CDK Global, Inc. worth $27K as of Q3 2020.
LifePlan Financial Group left its CDK Global, Inc. share count unchanged in Q3 2020.
CDK Global, Inc. made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #314 holding.
LifePlan Financial Group first reported a position in CDK Global, Inc. in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's CDK Global, Inc. position peaked at $51K in Q2 2018.
471 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.