S.A. Mason’s CDK Global, Inc. CDK Stock Holding History

S.A. Mason’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	-566	Closed	-$31K	–	328
2022 Q2	$31K	Hold	566	–	–	0.02%	282
2022 Q1	$28K	Sell	566 -333	-37%	-$14.9K	0.02%	294
2021 Q4	$38K	Hold	899	–	–	0.02%	272
2021 Q3	$38K	Hold	899	–	–	0.03%	267
2021 Q2	$45K	Hold	899	–	–	0.03%	258
2021 Q1	$49K	Hold	899	–	–	0.04%	245
2020 Q4	$47K	Hold	899	–	–	0.04%	232
2020 Q3	$39K	Hold	899	–	–	0.04%	223
2020 Q2	$37K	Hold	899	–	–	0.04%	226
2020 Q1	$30K	Sell	899 -18	-2%	-$860	0.04%	241
2019 Q4	$50K	Buy	+917	New	+$47.1K	0.05%	227

Other funds holding CDK

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 $8.74B AUM 14.62% 1-Year Est. Return

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

S.A. Mason's CDK Position: Q3 2022 in Review

S.A. Mason sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 566 shares — an estimated $31K sold.

S.A. Mason first reported a position in CDK in Q4 2019 and held it in 11 quarters. The position peaked at $50K in Q4 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

S.A. Mason reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
S.A. Mason sold 566 CDK Global, Inc. shares in Q3 2022, an estimated $31K.
S.A. Mason first reported a position in CDK Global, Inc. in Q4 2019 and held it in 11 quarters.
S.A. Mason's CDK Global, Inc. position peaked at $50K in Q4 2019.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on S.A. Mason's 13F filing for Q3 2022, filed 20 Oct 2022.