Morgan Stanley
CDK

Morgan Stanley’s CDK Global, Inc. CDK Stock Holding History

Morgan Stanley’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
-673,557
Closed -$36.9M – 8209
2022
Q2 		$36.9M Sell
673,557
-800,728
-54% -$43.3M ﹤0.01% 1635
2022
Q1 		$71.8M Sell
1,474,285
-457,087
-24% -$20.4M 0.01% 1066
2021
Q4 		$80.6M Buy
1,931,372
+315,378
+20% +$13.2M 0.01% 1023
2021
Q3 		$68.8M Sell
1,615,994
-94,262
-6% -$4.25M 0.01% 1080
2021
Q2 		$85M Buy
1,710,256
+505,952
+42% +$26.8M 0.01% 949
2021
Q1 		$65.1M Buy
1,204,304
+472,120
+64% +$24.5M 0.01% 997
2020
Q4 		$37.9M Buy
732,184
+415,670
+131% +$19.7M 0.01% 1308
2020
Q3 		$13.8M Sell
316,514
-72,702
-19% -$3.23M ﹤0.01% 1760
2020
Q2 		$16.1M Buy
389,216
+242,406
+165% +$9.33M ﹤0.01% 1569
2020
Q1 		$4.82M Sell
146,810
-197,068
-57% -$9.41M ﹤0.01% 2501
2019
Q4 		$18.8M Buy
343,878
+136,460
+66% +$7.01M ﹤0.01% 1715
2019
Q3 		$9.97M Buy
207,418
+48,432
+30% +$2.32M ﹤0.01% 2130
2019
Q2 		$7.86M Sell
158,986
-32,540
-17% -$1.74M ﹤0.01% 2426
2019
Q1 		$11.3M Sell
191,526
-118,339
-38% -$6.45M ﹤0.01% 1923
2018
Q4 		$14.8M Sell
309,865
-224,505
-42% -$11.8M ﹤0.01% 1730
2018
Q3 		$33.4M Sell
534,370
-243,721
-31% -$15.5M 0.01% 1241
2018
Q2 		$50.6M Sell
778,091
-647,706
-45% -$41.9M 0.01% 900
2018
Q1 		$90.3M Buy
1,425,797
+140,901
+11% +$9.87M 0.03% 632
2017
Q4 		$91.6M Sell
1,284,896
-693,796
-35% -$46.6M 0.03% 628
2017
Q3 		$125M Buy
1,978,692
+1,555,020
+367% +$98M 0.04% 464
2017
Q2 		$26.3M Sell
423,672
-959,365
-69% -$60.2M 0.01% 1310
2017
Q1 		$89.9M Buy
1,383,037
+627,062
+83% +$40.1M 0.03% 613
2016
Q4 		$45.1M Sell
755,975
-239,964
-24% -$13.7M 0.01% 947
2016
Q3 		$57.1M Buy
995,939
+294,740
+42% +$17M 0.02% 774
2016
Q2 		$38.9M Sell
701,199
-332,301
-32% -$17.2M 0.01% 949
2016
Q1 		$48.1M Buy
1,033,500
+305,649
+42% +$13.6M 0.02% 774
2015
Q4 		$34.6M Buy
727,851
+25,660
+4% +$1.25M 0.01% 1026
2015
Q3 		$33.6M Sell
702,191
-561,625
-44% -$28.5M 0.01% 1027
2015
Q2 		$68.2M Buy
1,263,816
+79,431
+7% +$4.08M 0.02% 697
2015
Q1 		$55.4M Buy
1,184,385
+256,451
+28% +$11.7M 0.02% 790
2014
Q4 		$37.8M Buy
+927,934
New +$32.9M 0.01% 1018

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

Morgan Stanley's CDK Position: Q3 2022 in Review

Morgan Stanley sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 673,557 shares — an estimated $36.9M sold.

Morgan Stanley first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $125M in Q3 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Morgan Stanley reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Morgan Stanley sold 673,557 CDK Global, Inc. shares in Q3 2022, an estimated $36.9M.
  • Morgan Stanley first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • Morgan Stanley's CDK Global, Inc. position peaked at $125M in Q3 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Morgan Stanley's 13F filing for Q3 2022, filed 14 Nov 2022.