MV Capital Management’s CDK Global, Inc. CDK Stock Holding History

MV 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	-296	Closed	-$16K	–	708
2022 Q2	$16K	Hold	296	–	–	﹤0.01%	355
2022 Q1	$14K	Buy	296 +83	+39%	+$3.71K	﹤0.01%	397
2021 Q4	$9K	Hold	213	–	–	﹤0.01%	491
2021 Q3	$9K	Hold	213	–	–	﹤0.01%	466
2021 Q2	$11K	Hold	213	–	–	﹤0.01%	357
2021 Q1	$12K	Hold	213	–	–	﹤0.01%	242
2020 Q4	$11K	Hold	213	–	–	﹤0.01%	240
2020 Q3	$9K	Hold	213	–	–	﹤0.01%	226
2020 Q2	$9K	Hold	213	–	–	﹤0.01%	233
2020 Q1	$7K	Hold	213	–	–	﹤0.01%	235
2019 Q4	$12K	Hold	213	–	–	﹤0.01%	237
2019 Q3	$10K	Sell	213 -97	-31%	-$4.64K	﹤0.01%	241
2019 Q2	$15K	Sell	310 -1	-0.3%	-$54	﹤0.01%	212
2019 Q1	$18K	Buy	311 +42	+16%	+$2.29K	﹤0.01%	198
2018 Q4	$13K	Sell	269 -55	-17%	-$2.9K	﹤0.01%	212
2018 Q3	$20K	Buy	324 +269	+489%	+$17.1K	0.01%	204
2018 Q2	$4K	Hold	55	–	–	﹤0.01%	331
2018 Q1	$3K	Hold	55	–	–	﹤0.01%	338
2017 Q4	$4K	Hold	55	–	–	﹤0.01%	329
2017 Q3	$3K	Buy	+55	New	+$3.46K	﹤0.01%	334

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 $8.74B AUM 14.62% 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

MV Capital Management's CDK Position: Q3 2022 in Review

MV Capital Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 296 shares — an estimated $16K sold.

MV Capital Management first reported a position in CDK in Q3 2017 and held it in 20 quarters. The position peaked at $20K in Q3 2018. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

MV Capital Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
MV Capital Management sold 296 CDK Global, Inc. shares in Q3 2022, an estimated $16K.
MV Capital Management first reported a position in CDK Global, Inc. in Q3 2017 and held it in 20 quarters.
MV Capital Management's CDK Global, Inc. position peaked at $20K in Q3 2018.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on MV Capital Management's 13F filing for Q3 2022, filed 24 Oct 2022.