Sandy Spring Bank’s CDK Global, Inc. CDK Stock Holding History

Sandy Spring Bank’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	-361	Closed	-$20K	–	1199
2022 Q2	$20K	Hold	361	–	–	﹤0.01%	704
2022 Q1	$18K	Buy	361 +28	+8%	+$1.25K	﹤0.01%	742
2021 Q4	$14K	Hold	333	–	–	﹤0.01%	848
2021 Q3	$14K	Hold	333	–	–	﹤0.01%	823
2021 Q2	$17K	Hold	333	–	–	﹤0.01%	817
2021 Q1	$18K	Hold	333	–	–	﹤0.01%	699
2020 Q4	$17K	Hold	333	–	–	﹤0.01%	666
2020 Q3	$15K	Hold	333	–	–	﹤0.01%	631
2020 Q2	$14K	Buy	+333	New	+$12.8K	﹤0.01%	655
2019 Q3	–	Sell	-371	Closed	-$18K	–	881
2019 Q2	$18K	Buy	371 +150	+68%	+$8.03K	﹤0.01%	632
2019 Q1	$13K	Hold	221	–	–	﹤0.01%	650
2018 Q4	$11K	Buy	+221	New	+$11.7K	﹤0.01%	660
2018 Q1	–	Sell	-33	Closed	-$2K	–	890
2017 Q4	$2K	Sell	33 -30	-48%	-$2.01K	﹤0.01%	811
2017 Q3	$4K	Hold	63	–	–	﹤0.01%	758
2017 Q2	$4K	Buy	63 +33	+110%	+$2.07K	﹤0.01%	780
2017 Q1	$2K	Buy	+30	New	+$1.92K	﹤0.01%	809
2016 Q1	–	Sell	-213	Closed	-$10K	–	979
2015 Q4	$10K	Hold	213	–	–	﹤0.01%	658
2015 Q3	$10K	Hold	213	–	–	﹤0.01%	659
2015 Q2	$11K	Hold	213	–	–	﹤0.01%	689
2015 Q1	$10K	Hold	213	–	–	﹤0.01%	680
2014 Q4	$9K	Buy	+213	New	+$7.54K	﹤0.01%	633

Other funds holding CDK

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

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

Sandy Spring Bank's CDK Position: Q3 2022 in Review

Sandy Spring Bank sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 361 shares — an estimated $20K sold.

Sandy Spring Bank first reported a position in CDK in Q4 2014 and held it in 21 quarters. The position peaked at $20K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Sandy Spring Bank reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Sandy Spring Bank sold 361 CDK Global, Inc. shares in Q3 2022, an estimated $20K.
Sandy Spring Bank first reported a position in CDK Global, Inc. in Q4 2014 and held it in 21 quarters.
Sandy Spring Bank's CDK Global, Inc. position peaked at $20K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Sandy Spring Bank's 13F filing for Q3 2022, filed 2 Nov 2022.