Patten Group’s CDK Global, Inc. CDK Stock Holding History

Patten Group’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	-86	Closed	-$5K	–	709
2018 Q3	$5K	Hold	86	–	–	﹤0.01%	612
2018 Q2	$6K	Hold	86	–	–	﹤0.01%	571
2018 Q1	$5K	Hold	86	–	–	﹤0.01%	516
2017 Q4	$6K	Hold	86	–	–	﹤0.01%	529
2017 Q3	$5K	Hold	86	–	–	﹤0.01%	535
2017 Q2	$5K	Hold	86	–	–	﹤0.01%	552
2017 Q1	$6K	Hold	86	–	–	﹤0.01%	515
2016 Q4	$5K	Hold	86	–	–	﹤0.01%	513
2016 Q3	$4.73K	Buy	86 +45	+110%	+$2.59K	﹤0.01%	532
2016 Q2	$2.27K	Hold	41	–	–	﹤0.01%	575
2016 Q1	$1.91K	Hold	41	–	–	﹤0.01%	613
2015 Q4	$1.95K	Hold	41	–	–	﹤0.01%	643
2015 Q3	$1.96K	Hold	41	–	–	﹤0.01%	558
2015 Q2	$2.21K	Buy	+41	New	+$2.1K	﹤0.01%	558

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

Patten Group's CDK Position: Q4 2018 in Review

Patten Group sold out of CDK Global, Inc. (CDK) in Q4 2018, closing a stake of 86 shares — an estimated $5K sold.

Patten Group first reported a position in CDK in Q2 2015 and held it in 14 quarters. The position peaked at $6K in Q2 2018. 572 funds tracked by Wall St. Rank hold CDK as of Q4 2018.

Patten Group reported no remaining CDK Global, Inc. position as of Q4 2018 after selling out during the quarter.
Patten Group sold 86 CDK Global, Inc. shares in Q4 2018, an estimated $5K.
Patten Group first reported a position in CDK Global, Inc. in Q2 2015 and held it in 14 quarters.
Patten Group's CDK Global, Inc. position peaked at $6K in Q2 2018.
572 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.