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

Oskie 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
2016 Q4	–	Sell	-79,338	Closed	-$4.55M	–	32
2016 Q3	$4.55M	Sell	79,338 -84,564	-52%	-$4.86M	2.49%	21
2016 Q2	$9.1M	Buy	+163,902	New	+$8.47M	5.45%	8
2015 Q4	–	Sell	-123,751	Closed	-$5.91M	–	22
2015 Q3	$5.91M	Sell	123,751 -40,036	-24%	-$2.03M	3.38%	16
2015 Q2	$8.84M	Buy	163,787 +15,380	+10%	+$789K	3.54%	15
2015 Q1	$6.94M	Buy	+148,407	New	+$6.77M	2.79%	16

Other funds holding CDK

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

BRC

Blue Ridge Capital New York $215M AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Oskie Capital Management's CDK Position: Q4 2016 in Review

Oskie Capital Management sold out of CDK Global, Inc. (CDK) in Q4 2016, closing a stake of 79,338 shares — an estimated $4.55M sold.

Oskie Capital Management first reported a position in CDK in Q1 2015 and held it in 5 quarters. The position peaked at $9.1M in Q2 2016. 577 funds tracked by Wall St. Rank hold CDK as of Q4 2016.

Oskie Capital Management reported no remaining CDK Global, Inc. position as of Q4 2016 after selling out during the quarter.
Oskie Capital Management sold 79,338 CDK Global, Inc. shares in Q4 2016, an estimated $4.55M.
Oskie Capital Management first reported a position in CDK Global, Inc. in Q1 2015 and held it in 5 quarters.
Oskie Capital Management's CDK Global, Inc. position peaked at $9.1M in Q2 2016.
577 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2016.

Based on Oskie Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.