LPL Financial
CDK

LPL Financial’s CDK Global, Inc. CDK Stock Holding History

LPL Financial’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
-10,396
Closed -$569K – 4590
2022
Q2 		$569K Sell
10,396
-198
-2% -$10.7K ﹤0.01% 3095
2022
Q1 		$516K Sell
10,594
-394
-4% -$17.6K ﹤0.01% 3175
2021
Q4 		$459K Buy
10,988
+204
+2% +$8.56K ﹤0.01% 3350
2021
Q3 		$459K Sell
10,784
-11,346
-51% -$511K ﹤0.01% 3301
2021
Q2 		$1.1M Buy
22,130
+656
+3% +$34.7K ﹤0.01% 2481
2021
Q1 		$1.16M Sell
21,474
-3,432
-14% -$178K ﹤0.01% 2269
2020
Q4 		$1.29M Buy
24,906
+660
+3% +$31.3K ﹤0.01% 1984
2020
Q3 		$1.06M Buy
24,246
+70
+0.3% +$3.11K ﹤0.01% 1908
2020
Q2 		$1M Buy
24,176
+723
+3% +$27.8K ﹤0.01% 1821
2020
Q1 		$770K Buy
23,453
+334
+1% +$16K ﹤0.01% 1798
2019
Q4 		$1.26M Sell
23,119
-284
-1% -$14.6K ﹤0.01% 1671
2019
Q3 		$1.13M Sell
23,403
-706
-3% -$33.8K ﹤0.01% 1640
2019
Q2 		$1.19M Sell
24,109
-1,336
-5% -$71.5K ﹤0.01% 1611
2019
Q1 		$1.5M Buy
25,445
+13,166
+107% +$718K ﹤0.01% 1370
2018
Q4 		$588K Sell
12,279
-469
-4% -$24.7K ﹤0.01% 1920
2018
Q3 		$798K Buy
12,748
+76
+0.6% +$4.82K ﹤0.01% 1851
2018
Q2 		$824K Buy
12,672
+745
+6% +$48.2K ﹤0.01% 1761
2018
Q1 		$755K Buy
11,927
+671
+6% +$47K ﹤0.01% 1824
2017
Q4 		$802K Buy
11,256
+702
+7% +$47.1K ﹤0.01% 1697
2017
Q3 		$666K Sell
10,554
-8,795
-45% -$554K ﹤0.01% 1726
2017
Q2 		$1.2M Buy
19,349
+10,953
+130% +$687K ﹤0.01% 1258
2017
Q1 		$541K Sell
8,396
-746
-8% -$47.8K ﹤0.01% 1736
2016
Q4 		$538K Buy
9,142
+527
+6% +$30.1K ﹤0.01% 1698
2016
Q3 		$486K Sell
8,615
-351
-4% -$20.2K ﹤0.01% 1745
2016
Q2 		$488K Sell
8,966
-13,953
-61% -$721K ﹤0.01% 1695
2016
Q1 		$1.05M Sell
22,919
-2,710
-11% -$121K ﹤0.01% 1629
2015
Q4 		$1.2M Buy
25,629
+13,689
+115% +$664K ﹤0.01% 1531
2015
Q3 		$594K Buy
11,940
+2,060
+21% +$105K ﹤0.01% 1648
2015
Q2 		$531K Sell
9,880
-1,531
-13% -$78.5K ﹤0.01% 1853
2015
Q1 		$535K Sell
11,411
-479
-4% -$21.8K ﹤0.01% 1809
2014
Q4 		$485K Buy
+11,890
New +$421K ﹤0.01% 1797

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 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

LPL Financial's CDK Position: Q3 2022 in Review

LPL Financial sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 10,396 shares — an estimated $569K sold.

LPL Financial first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $1.5M in Q1 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • LPL Financial reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • LPL Financial sold 10,396 CDK Global, Inc. shares in Q3 2022, an estimated $569K.
  • LPL Financial first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • LPL Financial's CDK Global, Inc. position peaked at $1.5M in Q1 2019.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.