OC
CDK

Oakworth Capital’s CDK Global, Inc. CDK Stock Holding History

Oakworth Capital’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
-339
Closed -$19K – 583
2022
Q2 		$19K Hold
339
– – ﹤0.01% 387
2022
Q1 		$17K Buy
339
+140
+70% +$6.26K ﹤0.01% 404
2021
Q4 		$8K Sell
199
-133
-40% -$5.58K ﹤0.01% 509
2021
Q3 		$14K Buy
332
+133
+67% +$5.99K ﹤0.01% 447
2021
Q2 		$10K Sell
199
-5
-2% -$265 ﹤0.01% 474
2021
Q1 		$11K Hold
204
– – ﹤0.01% 451
2020
Q4 		$11K Hold
204
– – ﹤0.01% 422
2020
Q3 		$9K Hold
204
– – ﹤0.01% 441
2020
Q2 		$8K Hold
204
– – ﹤0.01% 430
2020
Q1 		$7K Hold
204
– – ﹤0.01% 413
2019
Q4 		$11K Hold
204
– – ﹤0.01% 430
2019
Q3 		$10K Sell
204
-508
-71% -$24.3K ﹤0.01% 441
2019
Q2 		$35K Buy
712
+8
+1% +$428 0.01% 365
2019
Q1 		$41K Hold
704
– – 0.01% 322
2018
Q4 		$34K Hold
704
– – 0.01% 334
2018
Q3 		$44K Hold
704
– – 0.01% 316
2018
Q2 		$46K Buy
704
+500
+245% +$32.3K 0.01% 311
2018
Q1 		$13K Sell
204
-293
-59% -$20.5K ﹤0.01% 427
2017
Q4 		$34K Sell
497
-80
-14% -$5.37K 0.01% 329
2017
Q3 		$37K Hold
577
– – 0.01% 329
2017
Q2 		$36K Hold
577
– – 0.01% 326
2017
Q1 		$37K Hold
577
– – 0.01% 312
2016
Q4 		$34K Hold
577
– – 0.01% 310
2016
Q3 		$33K Hold
577
– – 0.01% 307
2016
Q2 		$32K Buy
577
+499
+640% +$25.8K 0.01% 304
2016
Q1 		$4K Hold
78
– – ﹤0.01% 454
2015
Q4 		$4K Buy
+78
New +$3.79K ﹤0.01% 434

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

Oakworth Capital's CDK Position: Q3 2022 in Review

Oakworth Capital sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 339 shares — an estimated $19K sold.

Oakworth Capital first reported a position in CDK in Q4 2015 and held it in 27 quarters. The position peaked at $46K in Q2 2018. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Oakworth Capital reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Oakworth Capital sold 339 CDK Global, Inc. shares in Q3 2022, an estimated $19K.
  • Oakworth Capital first reported a position in CDK Global, Inc. in Q4 2015 and held it in 27 quarters.
  • Oakworth Capital's CDK Global, Inc. position peaked at $46K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Oakworth Capital's 13F filing for Q3 2022, filed 31 Oct 2022.