SFS
CDK

Sowell Financial Services’s CDK Global, Inc. CDK Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,783
Closed -$152K – 3082
2021
Q1 		$152K Sell
2,783
-956
-26% -$49.6K 0.01% 1189
2020
Q4 		$194K Buy
3,739
+3,513
+1,554% +$167K 0.01% 862
2020
Q3 		$10K Hold
226
– – ﹤0.01% 1821
2020
Q2 		$9K Sell
226
-402
-64% -$15.5K ﹤0.01% 1748
2020
Q1 		$21K Buy
628
+19
+3% +$908 ﹤0.01% 1384
2019
Q4 		$33K Sell
609
-133
-18% -$6.83K ﹤0.01% 1292
2019
Q3 		$36K Buy
+742
New +$35.5K ﹤0.01% 1097

Other funds holding CDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sowell Financial Services's CDK Position: Q2 2021 in Review

Sowell Financial Services sold out of CDK Global, Inc. (CDK) in Q2 2021, closing a stake of 2,783 shares — an estimated $152K sold.

Sowell Financial Services first reported a position in CDK in Q3 2019 and held it in 7 quarters. The position peaked at $194K in Q4 2020. 473 funds tracked by Wall St. Rank hold CDK as of Q2 2021.

  • Sowell Financial Services reported no remaining CDK Global, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,783 CDK Global, Inc. shares in Q2 2021, an estimated $152K.
  • Sowell Financial Services first reported a position in CDK Global, Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's CDK Global, Inc. position peaked at $194K in Q4 2020.
  • 473 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.