Searle & Co’s CDK Global, Inc. CDK Stock Holding History

Searle & Co’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	-5,700	Closed	-$312K	–	150
2022 Q2	$312K	Hold	5,700	–	–	0.12%	126
2022 Q1	$277K	Hold	5,700	–	–	0.1%	134
2021 Q4	$238K	Hold	5,700	–	–	0.09%	147
2021 Q3	$243K	Hold	5,700	–	–	0.1%	132
2021 Q2	$283K	Hold	5,700	–	–	0.12%	120
2021 Q1	$308K	Hold	5,700	–	–	0.14%	113
2020 Q4	$295K	Hold	5,700	–	–	0.14%	111
2020 Q3	$248K	Hold	5,700	–	–	0.14%	113
2020 Q2	$236K	Buy	+5,700	New	+$219K	0.14%	116
2020 Q1	–	Sell	-4,633	Closed	-$253K	–	146
2019 Q4	$253K	Sell	4,633 -60	-1%	-$3.08K	0.14%	120
2019 Q3	$226K	Hold	4,693	–	–	0.13%	121
2019 Q2	$232K	Hold	4,693	–	–	0.14%	119
2019 Q1	$276K	Hold	4,693	–	–	0.17%	109
2018 Q4	$225K	Hold	4,693	–	–	0.16%	112
2018 Q3	$294K	Hold	4,693	–	–	0.17%	107
2018 Q2	$305K	Hold	4,693	–	–	0.19%	104
2018 Q1	$297K	Hold	4,693	–	–	0.19%	106
2017 Q4	$335K	Hold	4,693	–	–	0.21%	101
2017 Q3	$296K	Hold	4,693	–	–	0.2%	107
2017 Q2	$291K	Hold	4,693	–	–	0.2%	112
2017 Q1	$305K	Buy	4,693 +100	+2%	+$6.4K	0.21%	112
2016 Q4	$274K	Hold	4,593	–	–	0.23%	100
2016 Q3	$259K	Buy	+4,593	New	+$264K	0.23%	100
2016 Q2	–	Sell	-4,593	Closed	-$213K	–	95
2016 Q1	$213K	Buy	4,593 +160	+4%	+$7.12K	0.2%	104
2015 Q4	$208K	Hold	4,433	–	–	0.2%	104
2015 Q3	$212K	Hold	4,433	–	–	0.22%	100
2015 Q2	$239K	Hold	4,433	–	–	0.2%	104
2015 Q1	$207K	Hold	4,433	–	–	0.18%	99
2014 Q4	$180K	Buy	+4,433	New	+$157K	0.15%	112

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 $9.54B AUM 19.86% 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

Searle & Co's CDK Position: Q3 2022 in Review

Searle & Co sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 5,700 shares — an estimated $312K sold.

Searle & Co first reported a position in CDK in Q4 2014 and held it in 29 quarters. The position peaked at $335K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Searle & Co reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Searle & Co sold 5,700 CDK Global, Inc. shares in Q3 2022, an estimated $312K.
Searle & Co first reported a position in CDK Global, Inc. in Q4 2014 and held it in 29 quarters.
Searle & Co's CDK Global, Inc. position peaked at $335K in Q4 2017.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Searle & Co's 13F filing for Q3 2022, filed 27 Oct 2022.