NFG
CDK

Next Financial Group’s CDK Global, Inc. CDK Stock Holding History

Next Financial Group’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
Q4 		$7K Buy
169
+12
+8% +$504 ﹤0.01% 2344
2021
Q3 		$7K Sell
157
-17
-10% -$766 ﹤0.01% 2177
2021
Q2 		$8K Sell
174
-23
-12% -$1.22K ﹤0.01% 2082
2021
Q1 		$11K Buy
197
+50
+34% +$2.59K ﹤0.01% 1873
2020
Q4 		$8K Sell
147
-27
-16% -$1.28K ﹤0.01% 1865
2020
Q3 		$8K Buy
+174
New +$7.74K ﹤0.01% 1710
2020
Q2 		– Sell
-35
Closed -$1K – 2057
2020
Q1 		$1K Sell
35
-25
-42% -$1.19K ﹤0.01% 2075
2019
Q4 		$3K Hold
60
– – ﹤0.01% 2123
2019
Q3 		$3K Hold
60
– – ﹤0.01% 2064
2019
Q2 		$3K Buy
+60
New +$3.21K ﹤0.01% 2063
2019
Q1 		– Sell
-60
Closed -$3K – 2210
2018
Q4 		$3K Buy
60
+52
+650% +$2.74K ﹤0.01% 1706
2018
Q3 		$1K Buy
+8
New +$507 ﹤0.01% 1444
2017
Q4 		– Sell
-364
Closed -$24K – 1545
2017
Q3 		$24K Sell
364
-691
-65% -$43.5K 0.01% 926
2017
Q2 		$65K Hold
1,055
– – 0.02% 698
2017
Q1 		$69K Sell
1,055
-289
-22% -$18.5K 0.02% 615
2016
Q4 		$80K Sell
1,344
-198
-13% -$11.3K 0.01% 774
2016
Q3 		$88K Buy
1,542
+322
+26% +$18.5K 0.02% 723
2016
Q2 		$67K Sell
1,220
-8
-0.7% -$413 0.02% 579
2016
Q1 		$57K Sell
1,228
-33
-3% -$1.47K 0.02% 590
2015
Q4 		$59K Hold
1,261
– – 0.02% 577
2015
Q3 		$60K Hold
1,261
– – 0.02% 578
2015
Q2 		$68K Sell
1,261
-8
-0.6% -$410 0.02% 579
2015
Q1 		$59K Sell
1,269
-33
-3% -$1.5K 0.02% 621
2014
Q4 		$53K Buy
+1,302
New +$46.1K 0.02% 635

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's CDK Position: Q4 2021 in Review

Next Financial Group increased its CDK Global, Inc. (CDK) stake by 7.6% in Q4 2021, buying an estimated $504 and bringing the position to 169 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Next Financial Group first reported a position in CDK in Q4 2014 and has held it in 24 quarters since. The position peaked at $88K in Q3 2016. 448 funds tracked by Wall St. Rank hold CDK as of Q4 2021.

  • Next Financial Group held 169 shares of CDK Global, Inc. worth $7K as of Q4 2021.
  • Next Financial Group bought 12 CDK Global, Inc. shares in Q4 2021, an estimated $504.
  • CDK Global, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2344 holding.
  • Next Financial Group first reported a position in CDK Global, Inc. in Q4 2014 and has held it in 24 quarters since.
  • Next Financial Group's CDK Global, Inc. position peaked at $88K in Q3 2016.
  • 448 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.