SevenBridge Financial Group’s CDK Global, Inc. CDK Stock Holding History

SevenBridge Financial Group’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
2019 Q2	–	Sell	-75	Closed	-$4K	–	667
2019 Q1	$4K	Hold	75	–	–	﹤0.01%	522
2018 Q4	$4K	Hold	75	–	–	﹤0.01%	478
2018 Q3	$5K	Hold	75	–	–	﹤0.01%	493
2018 Q2	$5K	Hold	75	–	–	﹤0.01%	502
2018 Q1	$5K	Hold	75	–	–	﹤0.01%	513
2017 Q4	$5K	Hold	75	–	–	﹤0.01%	522
2017 Q3	$5K	Hold	75	–	–	﹤0.01%	517
2017 Q2	$5K	Hold	75	–	–	﹤0.01%	531
2017 Q1	$5K	Hold	75	–	–	﹤0.01%	515
2016 Q4	$4K	Hold	75	–	–	﹤0.01%	552
2016 Q3	$4K	Hold	75	–	–	﹤0.01%	538
2016 Q2	$4K	Buy	+75	New	+$3.88K	﹤0.01%	634

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

SevenBridge Financial Group's CDK Position: Q2 2019 in Review

SevenBridge Financial Group sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 75 shares — an estimated $4K sold.

SevenBridge Financial Group first reported a position in CDK in Q2 2016 and held it in 12 quarters. The position peaked at $5K in Q3 2018. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

SevenBridge Financial Group reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
SevenBridge Financial Group sold 75 CDK Global, Inc. shares in Q2 2019, an estimated $4K.
SevenBridge Financial Group first reported a position in CDK Global, Inc. in Q2 2016 and held it in 12 quarters.
SevenBridge Financial Group's CDK Global, Inc. position peaked at $5K in Q3 2018.
550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on SevenBridge Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.