RMSCM
CDK

R.M. Sincerbeaux Capital Management’s CDK Global, Inc. CDK Stock Holding History

R.M. Sincerbeaux 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
-4,798
Closed -$263K – 44
2022
Q2 		$263K Hold
4,798
– – 0.19% 40
2022
Q1 		$234K Hold
4,798
– – 0.15% 45
2021
Q4 		$200K Hold
4,798
– – 0.12% 47
2021
Q3 		$204K Sell
4,798
-166
-3% -$7.48K 0.13% 45
2021
Q2 		$247K Sell
4,964
-999
-17% -$52.9K 0.16% 42
2021
Q1 		$322K Hold
5,963
– – 0.22% 38
2020
Q4 		$309K Sell
5,963
-200
-3% -$9.49K 0.22% 38
2020
Q3 		$269K Hold
6,163
– – 0.23% 39
2020
Q2 		$255K Hold
6,163
– – 0.23% 40
2020
Q1 		$202K Hold
6,163
– – 0.2% 42
2019
Q4 		$337K Sell
6,163
-600
-9% -$30.8K 0.26% 42
2019
Q3 		$325K Hold
6,763
– – 0.26% 41
2019
Q2 		$334K Sell
6,763
-416
-6% -$22.3K 0.27% 40
2019
Q1 		$422K Hold
7,179
– – 0.34% 39
2018
Q4 		$344K Hold
7,179
– – 0.32% 41
2018
Q3 		$449K Hold
7,179
– – 0.36% 39
2018
Q2 		$467K Sell
7,179
-316
-4% -$20.4K 0.41% 38
2018
Q1 		$475K Hold
7,495
– – 0.45% 36
2017
Q4 		$534K Hold
7,495
– – 0.49% 34
2017
Q3 		$473K Sell
7,495
-7,766
-51% -$489K 0.46% 37
2017
Q2 		$947K Hold
15,261
– – 0.85% 32
2017
Q1 		$992K Hold
15,261
– – 0.92% 31
2016
Q4 		$911K Sell
15,261
-1,667
-10% -$95.3K 0.86% 31
2016
Q3 		$971K Sell
16,928
-933
-5% -$53.7K 0.95% 30
2016
Q2 		$991K Sell
17,861
-100
-0.6% -$5.17K 1.02% 30
2016
Q1 		$836K Sell
17,961
-1,366
-7% -$60.8K 0.88% 32
2015
Q4 		$917K Sell
19,327
-233
-1% -$11.3K 0.99% 32
2015
Q3 		$935K Buy
19,560
+533
+3% +$27K 0.99% 32
2015
Q2 		$1.03M Sell
19,027
-666
-3% -$34.2K 1% 30
2015
Q1 		$921K Sell
19,693
-166
-0.8% -$7.57K 0.84% 32
2014
Q4 		$809K Buy
+19,859
New +$703K 0.74% 35

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

R.M. Sincerbeaux Capital Management's CDK Position: Q3 2022 in Review

R.M. Sincerbeaux Capital Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 4,798 shares — an estimated $263K sold.

R.M. Sincerbeaux Capital Management first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $1.03M in Q2 2015. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • R.M. Sincerbeaux Capital Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • R.M. Sincerbeaux Capital Management sold 4,798 CDK Global, Inc. shares in Q3 2022, an estimated $263K.
  • R.M. Sincerbeaux Capital Management first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • R.M. Sincerbeaux Capital Management's CDK Global, Inc. position peaked at $1.03M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.