Planned Solutions’s CDK Global, Inc. CDK Stock Holding History

Planned 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
2021 Q1	–	Sell	-85	Closed	-$4K	–	454
2020 Q4	$4K	Hold	85	–	–	﹤0.01%	416
2020 Q3	$4K	Buy	+85	New	+$3.78K	﹤0.01%	294

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Planned Solutions's CDK Position: Q1 2021 in Review

Planned Solutions sold out of CDK Global, Inc. (CDK) in Q1 2021, closing a stake of 85 shares — an estimated $4K sold.

Planned Solutions first reported a position in CDK in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 459 funds tracked by Wall St. Rank hold CDK as of Q1 2021.

Planned Solutions reported no remaining CDK Global, Inc. position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 85 CDK Global, Inc. shares in Q1 2021, an estimated $4K.
Planned Solutions first reported a position in CDK Global, Inc. in Q3 2020 and held it in 2 quarters.
Planned Solutions's CDK Global, Inc. position peaked at $4K in Q4 2020.
459 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.