Loomis, Sayles & Company
CDK

Loomis, Sayles & Company’s CDK Global, Inc. CDK Stock Holding History

Loomis, Sayles & Company’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
-202,041
Closed -$11.1M – 1073
2022
Q2 		$11.1M Sell
202,041
-60,015
-23% -$3.24M 0.02% 338
2022
Q1 		$12.8M Buy
262,056
+3,193
+1% +$143K 0.02% 344
2021
Q4 		$10.8M Sell
258,863
-10,598
-4% -$445K 0.01% 375
2021
Q3 		$11.5M Sell
269,461
-3,633
-1% -$164K 0.01% 373
2021
Q2 		$13.6M Buy
273,094
+10,923
+4% +$578K 0.02% 352
2021
Q1 		$14.2M Buy
262,171
+81,792
+45% +$4.24M 0.02% 334
2020
Q4 		$9.35M Buy
+180,379
New +$8.56M 0.01% 384
2015
Q2 		– Sell
-10
Closed – – 953
2015
Q1 		$0 Hold
10
– – ﹤0.01% 781
2014
Q4 		$0 Buy
+10
New +$354 ﹤0.01% 767

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

Loomis, Sayles & Company's CDK Position: Q3 2022 in Review

Loomis, Sayles & Company sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 202,041 shares — an estimated $11.1M sold.

Loomis, Sayles & Company first reported a position in CDK in Q4 2014 and held it in 9 quarters. The position peaked at $14.2M in Q1 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Loomis, Sayles & Company reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Loomis, Sayles & Company sold 202,041 CDK Global, Inc. shares in Q3 2022, an estimated $11.1M.
  • Loomis, Sayles & Company first reported a position in CDK Global, Inc. in Q4 2014 and held it in 9 quarters.
  • Loomis, Sayles & Company's CDK Global, Inc. position peaked at $14.2M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Loomis, Sayles & Company's 13F filing for Q3 2022, filed 14 Nov 2022.