MPWT
CDK

MassMutual Private Wealth & Trust’s CDK Global, Inc. CDK Stock Holding History

MassMutual Private Wealth & Trust’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
-1,163
Closed -$64K – 1889
2022
Q2 		$64K Buy
1,163
+977
+525% +$52.8K ﹤0.01% 435
2022
Q1 		$9K Buy
+186
New +$8.32K ﹤0.01% 776
2021
Q4 		– Sell
-105
Closed -$4K – 1512
2021
Q3 		$4K Sell
105
-15
-13% -$676 ﹤0.01% 957
2021
Q2 		$6K Buy
120
+2
+2% +$106 ﹤0.01% 818
2021
Q1 		$6K Buy
118
+63
+115% +$3.27K ﹤0.01% 703
2020
Q4 		$3K Buy
+55
New +$2.61K ﹤0.01% 767
2020
Q3 		– Sell
-36
Closed -$1K – 836
2020
Q2 		$1K Hold
36
– – ﹤0.01% 724
2020
Q1 		$1K Hold
36
– – ﹤0.01% 655
2019
Q4 		$2K Hold
36
– – ﹤0.01% 754
2019
Q3 		$2K Buy
+36
New +$1.72K ﹤0.01% 785
2018
Q3 		– Sell
-11
Closed -$716 – 1134
2018
Q2 		$716 Buy
+11
New +$711 ﹤0.01% 1039
2016
Q2 		– Sell
-53
Closed -$2.74K – 929
2016
Q1 		$2.47K Buy
+53
New +$2.36K ﹤0.01% 686
2015
Q2 		– Sell
-554
Closed -$25.9K – 839
2015
Q1 		$25.9K Sell
554
-80
-13% -$3.65K ﹤0.01% 405
2014
Q4 		$25.8K Buy
+634
New +$22.5K 0.01% 308

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

MassMutual Private Wealth & Trust's CDK Position: Q3 2022 in Review

MassMutual Private Wealth & Trust sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1,163 shares — an estimated $64K sold.

MassMutual Private Wealth & Trust first reported a position in CDK in Q4 2014 and held it in 14 quarters. The position peaked at $64K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • MassMutual Private Wealth & Trust reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,163 CDK Global, Inc. shares in Q3 2022, an estimated $64K.
  • MassMutual Private Wealth & Trust first reported a position in CDK Global, Inc. in Q4 2014 and held it in 14 quarters.
  • MassMutual Private Wealth & Trust's CDK Global, Inc. position peaked at $64K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2022, filed 7 Oct 2022.