Rockefeller Capital Management
CDK

Rockefeller Capital Management’s CDK Global, Inc. CDK Stock Holding History

Rockefeller 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
-6,582
Closed -$359K – 4621
2022
Q2 		$359K Sell
6,582
-345
-5% -$18.6K ﹤0.01% 1397
2022
Q1 		$336K Sell
6,927
-297
-4% -$13.3K ﹤0.01% 1481
2021
Q4 		$299K Sell
7,224
-173
-2% -$7.26K ﹤0.01% 1506
2021
Q3 		$313K Sell
7,397
-464
-6% -$20.9K ﹤0.01% 1427
2021
Q2 		$389K Buy
7,861
+772
+11% +$40.9K ﹤0.01% 1292
2021
Q1 		$382K Buy
7,089
+137
+2% +$7.11K ﹤0.01% 1113
2020
Q4 		$358K Buy
6,952
+387
+6% +$18.4K ﹤0.01% 1023
2020
Q3 		$284K Sell
6,565
-545
-8% -$24.2K ﹤0.01% 946
2020
Q2 		$295K Buy
7,110
+575
+9% +$22.1K ﹤0.01% 851
2020
Q1 		$216K Buy
6,535
+187
+3% +$8.93K ﹤0.01% 797
2019
Q4 		$347K Sell
6,348
-249
-4% -$12.8K ﹤0.01% 642
2019
Q3 		$317K Sell
6,597
-300
-4% -$14.4K ﹤0.01% 543
2019
Q2 		$341K Sell
6,897
-579
-8% -$31K ﹤0.01% 500
2019
Q1 		$440K Buy
7,476
+1,597
+27% +$87.1K 0.01% 497
2018
Q4 		$282K Buy
5,879
+2,225
+61% +$117K ﹤0.01% 380
2018
Q3 		$228K Hold
3,654
– – ﹤0.01% 336
2018
Q2 		$238K Buy
3,654
+93
+3% +$6.01K ﹤0.01% 318
2018
Q1 		$225K Buy
+3,561
New +$249K ﹤0.01% 324

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 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

Rockefeller Capital Management's CDK Position: Q3 2022 in Review

Rockefeller Capital Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 6,582 shares — an estimated $359K sold.

Rockefeller Capital Management first reported a position in CDK in Q1 2018 and held it in 18 quarters. The position peaked at $440K in Q1 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Rockefeller Capital Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 6,582 CDK Global, Inc. shares in Q3 2022, an estimated $359K.
  • Rockefeller Capital Management first reported a position in CDK Global, Inc. in Q1 2018 and held it in 18 quarters.
  • Rockefeller Capital Management's CDK Global, Inc. position peaked at $440K in Q1 2019.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Rockefeller Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.