OPCM
CDK

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

Osborne Partners 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
-21,449
Closed -$1.18M – 211
2022
Q2 		$1.18M Buy
+21,449
New +$1.16M 0.09% 132
2021
Q1 		– Sell
-22,699
Closed -$1.18M – 222
2020
Q4 		$1.18M Buy
+22,699
New +$1.08M 0.14% 114
2019
Q1 		– Sell
-22,699
Closed -$1.09M – 185
2018
Q4 		$1.09M Hold
22,699
– – 0.16% 108
2018
Q3 		$1.42M Sell
22,699
-82
-0.4% -$5.2K 0.18% 102
2018
Q2 		$1.48M Buy
22,781
+548
+2% +$35.4K 0.2% 99
2018
Q1 		$1.41M Hold
22,233
– – 0.19% 100
2017
Q4 		$1.58M Hold
22,233
– – 0.21% 98
2017
Q3 		$1.4M Hold
22,233
– – 0.19% 103
2017
Q2 		$1.38M Hold
22,233
– – 0.2% 99
2017
Q1 		$1.45M Hold
22,233
– – 0.21% 99
2016
Q4 		$1.33M Hold
22,233
– – 0.19% 102
2016
Q3 		$1.27M Hold
22,233
– – 0.19% 101
2016
Q2 		$1.23M Hold
22,233
– – 0.18% 104
2016
Q1 		$1.03M Hold
22,233
– – 0.15% 109
2015
Q4 		$1.05M Hold
22,233
– – 0.15% 111
2015
Q3 		$1.06M Sell
22,233
-816
-4% -$41.4K 0.16% 109
2015
Q2 		$1.24M Sell
23,049
-9,083
-28% -$466K 0.17% 108
2015
Q1 		$1.5M Sell
32,132
-7,732
-19% -$353K 0.2% 102
2014
Q4 		$1.63M Buy
+39,864
New +$1.41M 0.2% 98

Other funds holding CDK

IA
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 $9.54B AUM 19.86% 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

Osborne Partners Capital Management's CDK Position: Q3 2022 in Review

Osborne Partners Capital Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 21,449 shares — an estimated $1.18M sold.

Osborne Partners Capital Management first reported a position in CDK in Q4 2014 and held it in 19 quarters. The position peaked at $1.63M in Q4 2014. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Osborne Partners Capital Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Osborne Partners Capital Management sold 21,449 CDK Global, Inc. shares in Q3 2022, an estimated $1.18M.
  • Osborne Partners Capital Management first reported a position in CDK Global, Inc. in Q4 2014 and held it in 19 quarters.
  • Osborne Partners Capital Management's CDK Global, Inc. position peaked at $1.63M in Q4 2014.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Osborne Partners Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.