Omnia Family Wealth’s CDK Global, Inc. CDK Stock Holding History

Omnia Family Wealth’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
2018 Q4	–	Sell	-25	Closed	-$2K	–	617
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	507
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	488
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	504
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	522
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	527
2017 Q2	$2K	Hold	25	–	–	﹤0.01%	631
2017 Q1	$2K	Hold	25	–	–	﹤0.01%	633
2016 Q4	$1K	Buy	+25	New	+$1.43K	﹤0.01%	727

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Omnia Family Wealth's CDK Position: Q4 2018 in Review

Omnia Family Wealth sold out of CDK Global, Inc. (CDK) in Q4 2018, closing a stake of 25 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in CDK in Q4 2016 and held it in 8 quarters. The position peaked at $2K in Q3 2018. 572 funds tracked by Wall St. Rank hold CDK as of Q4 2018.

Omnia Family Wealth reported no remaining CDK Global, Inc. position as of Q4 2018 after selling out during the quarter.
Omnia Family Wealth sold 25 CDK Global, Inc. shares in Q4 2018, an estimated $2K.
Omnia Family Wealth first reported a position in CDK Global, Inc. in Q4 2016 and held it in 8 quarters.
Omnia Family Wealth's CDK Global, Inc. position peaked at $2K in Q3 2018.
572 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.