RPC
CDK

Rossmore Private Capital’s CDK Global, Inc. CDK Stock Holding History

Rossmore Private Capital’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
-6,400
Closed -$351K – 229
2022
Q2 		$351K Hold
6,400
– – 0.06% 172
2022
Q1 		$312K Hold
6,400
– – 0.05% 185
2021
Q4 		$267K Hold
6,400
– – 0.04% 200
2021
Q3 		$272K Hold
6,400
– – 0.05% 197
2021
Q2 		$318K Hold
6,400
– – 0.05% 181
2021
Q1 		$346K Hold
6,400
– – 0.06% 171
2020
Q4 		$332K Sell
6,400
-1,401
-18% -$66.5K 0.07% 166
2020
Q3 		$340K Buy
+7,801
New +$347K 0.08% 151
2020
Q2 		– Sell
-7,801
Closed -$256K – 177
2020
Q1 		$256K Sell
7,801
-3,133
-29% -$150K 0.09% 130
2019
Q4 		$598K Hold
10,934
– – 0.18% 82
2019
Q3 		$526K Sell
10,934
-1,000
-8% -$47.9K 0.18% 85
2019
Q2 		$590K Hold
11,934
– – 0.21% 78
2019
Q1 		$702K Hold
11,934
– – 0.26% 69
2018
Q4 		$571K Sell
11,934
-307
-3% -$16.2K 0.24% 72
2018
Q3 		$766K Buy
12,241
+221
+2% +$14K 0.31% 56
2018
Q2 		$782K Buy
+12,020
New +$777K 0.5% 42
2018
Q1 		– Sell
-254
Closed -$18.1K – 424
2017
Q4 		$18.1K Buy
+254
New +$17.1K 0.02% 256

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

Rossmore Private Capital's CDK Position: Q3 2022 in Review

Rossmore Private Capital sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 6,400 shares — an estimated $351K sold.

Rossmore Private Capital first reported a position in CDK in Q4 2017 and held it in 17 quarters. The position peaked at $782K in Q2 2018. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Rossmore Private Capital reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Rossmore Private Capital sold 6,400 CDK Global, Inc. shares in Q3 2022, an estimated $351K.
  • Rossmore Private Capital first reported a position in CDK Global, Inc. in Q4 2017 and held it in 17 quarters.
  • Rossmore Private Capital's CDK Global, Inc. position peaked at $782K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Rossmore Private Capital's 13F filing for Q3 2022, filed 8 Nov 2022.