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

Rikoon 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
2019 Q2	–	Sell	-8,076	Closed	-$475K	–	209
2019 Q1	$475K	Buy	8,076 +1,800	+29%	+$98.1K	0.18%	124
2018 Q4	$300K	Sell	6,276 -433	-6%	-$22.8K	0.12%	150
2018 Q3	$419K	Buy	6,709 +836	+14%	+$53K	0.15%	135
2018 Q2	$382K	Hold	5,873	–	–	0.15%	143
2018 Q1	$366K	Buy	5,873 +1,102	+23%	+$77.2K	0.15%	139
2017 Q4	$340K	Buy	+4,771	New	+$320K	0.14%	134

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

TSW

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Rikoon Group's CDK Position: Q2 2019 in Review

Rikoon Group sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 8,076 shares — an estimated $475K sold.

Rikoon Group first reported a position in CDK in Q4 2017 and held it in 6 quarters. The position peaked at $475K in Q1 2019. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

Rikoon Group reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
Rikoon Group sold 8,076 CDK Global, Inc. shares in Q2 2019, an estimated $475K.
Rikoon Group first reported a position in CDK Global, Inc. in Q4 2017 and held it in 6 quarters.
Rikoon Group's CDK Global, Inc. position peaked at $475K in Q1 2019.
550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Rikoon Group's 13F filing for Q2 2019, filed 6 Aug 2019.