P2 Capital Partners’s CDK Global, Inc. CDK Stock Holding History

P2 Capital Partners’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 Q2	–	Sell	-1,113,175	Closed	-$54.2M	–	23
2022 Q1	$54.2M	Sell	1,113,175 -393,771	-26%	-$17.6M	5.13%	8
2021 Q4	$62.9M	Hold	1,506,946	–	–	4.9%	10
2021 Q3	$64.1M	Hold	1,506,946	–	–	5.41%	9
2021 Q2	$74.9M	Sell	1,506,946 -160,583	-10%	-$8.5M	5.62%	9
2021 Q1	$90.1M	Hold	1,667,529	–	–	5.98%	7
2020 Q4	$86.4M	Buy	1,667,529 +44,749	+3%	+$2.12M	5.86%	8
2020 Q3	$70.7M	Buy	1,622,780 +122,510	+8%	+$5.45M	5.54%	11
2020 Q2	$62.1M	Buy	+1,500,270	New	+$57.7M	5.19%	10

Other funds holding CDK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

P2 Capital Partners's CDK Position: Q2 2022 in Review

P2 Capital Partners sold out of CDK Global, Inc. (CDK) in Q2 2022, closing a stake of 1,113,175 shares — an estimated $54.2M sold.

P2 Capital Partners first reported a position in CDK in Q2 2020 and held it in 8 quarters. The position peaked at $90.1M in Q1 2021. 455 funds tracked by Wall St. Rank hold CDK as of Q2 2022.

P2 Capital Partners reported no remaining CDK Global, Inc. position as of Q2 2022 after selling out during the quarter.
P2 Capital Partners sold 1,113,175 CDK Global, Inc. shares in Q2 2022, an estimated $54.2M.
P2 Capital Partners first reported a position in CDK Global, Inc. in Q2 2020 and held it in 8 quarters.
P2 Capital Partners's CDK Global, Inc. position peaked at $90.1M in Q1 2021.
455 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2022.

Based on P2 Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.