SCM
CDK

Shelton Capital Management’s CDK Global, Inc. CDK Stock Holding History

Shelton Capital Management’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
-6,144
Closed -$337K – 737
2022
Q2 		$337K Hold
6,144
– – 0.02% 428
2022
Q1 		$299K Sell
6,144
-600
-9% -$26.8K 0.01% 552
2021
Q4 		$281K Hold
6,744
– – 0.01% 597
2021
Q3 		$287K Hold
6,744
– – 0.01% 577
2021
Q2 		$335K Hold
6,744
– – 0.01% 520
2021
Q1 		$365K Sell
6,744
-329
-5% -$17.1K 0.01% 470
2020
Q4 		$367K Hold
7,073
– – 0.02% 427
2020
Q3 		$308K Hold
7,073
– – 0.01% 539
2020
Q2 		$293K Sell
7,073
-708
-9% -$27.3K 0.02% 457
2020
Q1 		$256K Hold
7,781
– – 0.02% 453
2019
Q4 		$425K Sell
7,781
-323
-4% -$16.6K 0.02% 403
2019
Q3 		$390K Sell
8,104
-357
-4% -$17.1K 0.02% 427
2019
Q2 		$418K Buy
8,461
+7,915
+1,450% +$424K 0.02% 406
2019
Q1 		$9.29K Sell
546
-8,740
-94% -$476K 0.04% 424
2018
Q4 		$445K Hold
9,286
– – 0.03% 336
2018
Q3 		$581K Hold
9,286
– – 0.03% 325
2018
Q2 		$604K Hold
9,286
– – 0.04% 301
2018
Q1 		$588K Sell
9,286
-1,977
-18% -$138K 0.04% 321
2017
Q4 		$803K Hold
11,263
– – 0.05% 271
2017
Q3 		$711K Hold
11,263
– – 0.05% 283
2017
Q2 		$699K Sell
11,263
-400
-3% -$25.1K 0.05% 285
2017
Q1 		$758K Buy
11,663
+2,646
+29% +$169K 0.05% 267
2016
Q4 		$538K Sell
9,017
-6,371
-41% -$364K 0.04% 340
2016
Q3 		$883K Sell
15,388
-1
-0% -$58 0.07% 231
2016
Q2 		$854K Buy
15,389
+1
+0% +$52 0.08% 222
2016
Q1 		$716K Hold
15,388
– – 0.06% 266
2015
Q4 		$730K Hold
15,388
– – 0.07% 242
2015
Q3 		$735K Sell
15,388
-200
-1% -$10.1K 0.08% 232
2015
Q2 		$841K Sell
15,588
-6,154
-28% -$316K 0.09% 216
2015
Q1 		$1.02M Sell
21,742
-938
-4% -$42.8K 0.11% 187
2014
Q4 		$924K Buy
+22,680
New +$803K 0.11% 188

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

Shelton Capital Management's CDK Position: Q3 2022 in Review

Shelton Capital Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 6,144 shares — an estimated $337K sold.

Shelton Capital Management first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $1.02M in Q1 2015. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Shelton Capital Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Shelton Capital Management sold 6,144 CDK Global, Inc. shares in Q3 2022, an estimated $337K.
  • Shelton Capital Management first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • Shelton Capital Management's CDK Global, Inc. position peaked at $1.02M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Shelton Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.