MLFP
CDK

MPS Loria Financial Planners’s CDK Global, Inc. CDK Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-11
Closed – – 602
2021
Q1 		$0 Hold
11
– – ﹤0.01% 649
2020
Q4 		$1K Buy
+11
New +$522 ﹤0.01% 597

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

MPS Loria Financial Planners's CDK Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of CDK Global, Inc. (CDK) in Q2 2021, closing a stake of 11 shares.

MPS Loria Financial Planners first reported a position in CDK in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 472 funds tracked by Wall St. Rank hold CDK as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining CDK Global, Inc. position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 11 CDK Global, Inc. shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in CDK Global, Inc. in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's CDK Global, Inc. position peaked at $1K in Q4 2020.
  • 472 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.