Reilly Financial Advisors’s CDK Global, Inc. CDK Stock Holding History

Reilly Financial Advisors’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 Q4	$1K	Hold	25	–	–	﹤0.01%	1113
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	912
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	984
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	1006
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	875
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	824
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	880
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	866
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	869
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	883
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	928
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	948
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	920
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	945
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	935
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	901
2017 Q4	$2K	Buy	+25	New	+$1.68K	﹤0.01%	900
2016 Q4	–	Sell	-55	Closed	-$3K	–	924
2016 Q3	$3K	Hold	55	–	–	﹤0.01%	727
2016 Q2	$3K	Hold	55	–	–	﹤0.01%	693
2016 Q1	$3K	Hold	55	–	–	﹤0.01%	1042
2015 Q4	$3K	Sell	55 -75	-58%	-$3.64K	﹤0.01%	1040
2015 Q3	$6K	Hold	130	–	–	﹤0.01%	927
2015 Q2	$7K	Hold	130	–	–	﹤0.01%	978
2015 Q1	$6K	Sell	130 -1,688	-93%	-$77K	﹤0.01%	983
2014 Q4	$74K	Buy	+1,818	New	+$64.4K	0.02%	218

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's CDK Position: Q4 2021 in Review

Reilly Financial Advisors held its CDK Global, Inc. (CDK) position steady in Q4 2021 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Reilly Financial Advisors first reported a position in CDK in Q4 2014 and has held it in 25 quarters since. The position peaked at $74K in Q4 2014. 448 funds tracked by Wall St. Rank hold CDK as of Q4 2021.

Reilly Financial Advisors held 25 shares of CDK Global, Inc. worth $1K as of Q4 2021.
Reilly Financial Advisors left its CDK Global, Inc. share count unchanged in Q4 2021.
CDK Global, Inc. made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1113 holding.
Reilly Financial Advisors first reported a position in CDK Global, Inc. in Q4 2014 and has held it in 25 quarters since.
Reilly Financial Advisors's CDK Global, Inc. position peaked at $74K in Q4 2014.
448 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.