M&R Capital Management’s CDK Global, Inc. CDK Stock Holding History

M&R Capital 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
2022 Q3	–	Sell	-633	Closed	-$34K	–	463
2022 Q2	$34K	Hold	633	–	–	0.01%	251
2022 Q1	$30K	Hold	633	–	–	0.01%	269
2021 Q4	$26K	Sell	633 -100	-14%	-$4.2K	0.01%	281
2021 Q3	$31K	Hold	733	–	–	0.01%	263
2021 Q2	$36K	Hold	733	–	–	0.01%	264
2021 Q1	$39K	Hold	733	–	–	0.01%	246
2020 Q4	$37K	Sell	733 -367	-33%	-$17.4K	0.01%	259
2020 Q3	$47K	Hold	1,100	–	–	0.01%	244
2020 Q2	$45K	Sell	1,100 -219	-17%	-$8.43K	0.01%	248
2020 Q1	$43K	Hold	1,319	–	–	0.01%	249
2019 Q4	$72K	Hold	1,319	–	–	0.02%	237
2019 Q3	$63K	Sell	1,319 -191	-13%	-$9.14K	0.01%	254
2019 Q2	$74K	Sell	1,510 -366	-20%	-$19.6K	0.02%	241
2019 Q1	$117K	Hold	1,876	–	–	0.03%	210
2018 Q4	$89K	Sell	1,876 -598	-24%	-$31.6K	0.02%	215
2018 Q3	$154K	Hold	2,474	–	–	0.03%	202
2018 Q2	$160K	Hold	2,474	–	–	0.04%	194
2018 Q1	$156K	Sell	2,474 -116	-4%	-$8.12K	0.04%	199
2017 Q4	$184K	Hold	2,590	–	–	0.04%	189
2017 Q3	$163K	Sell	2,590 -233	-8%	-$14.7K	0.04%	198
2017 Q2	$173K	Sell	2,823 -199	-7%	-$12.5K	0.04%	193
2017 Q1	$196K	Sell	3,022 -299	-9%	-$19.1K	0.05%	185
2016 Q4	$198K	Buy	3,321 +67	+2%	+$3.83K	0.05%	178
2016 Q3	$186K	Sell	3,254 -33	-1%	-$1.9K	0.05%	176
2016 Q2	$182K	Buy	+3,287	New	+$170K	0.05%	174

Other funds holding CDK

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

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

M&R Capital Management's CDK Position: Q3 2022 in Review

M&R Capital Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 633 shares — an estimated $34K sold.

M&R Capital Management first reported a position in CDK in Q2 2016 and held it in 25 quarters. The position peaked at $198K in Q4 2016. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

M&R Capital Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
M&R Capital Management sold 633 CDK Global, Inc. shares in Q3 2022, an estimated $34K.
M&R Capital Management first reported a position in CDK Global, Inc. in Q2 2016 and held it in 25 quarters.
M&R Capital Management's CDK Global, Inc. position peaked at $198K in Q4 2016.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on M&R Capital Management's 13F filing for Q3 2022, filed 3 Oct 2022.