OPS
CDK

Orion Portfolio Solutions’s CDK Global, Inc. CDK Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-384
Closed -$16K – 2270
2020
Q2 		$16K Sell
384
-128
-25% -$4.93K ﹤0.01% 1031
2020
Q1 		$17K Buy
512
+128
+33% +$6.11K ﹤0.01% 904
2019
Q4 		$21K Buy
+384
New +$19.7K ﹤0.01% 761

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Orion Portfolio Solutions's CDK Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of CDK Global, Inc. (CDK) in Q3 2020, closing a stake of 384 shares — an estimated $16K sold.

Orion Portfolio Solutions first reported a position in CDK in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 471 funds tracked by Wall St. Rank hold CDK as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining CDK Global, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 384 CDK Global, Inc. shares in Q3 2020, an estimated $16K.
  • Orion Portfolio Solutions first reported a position in CDK Global, Inc. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's CDK Global, Inc. position peaked at $21K in Q4 2019.
  • 471 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.