SGK
CDK

Steigerwald Gordon & Koch’s CDK Global, Inc. CDK Stock Holding History

Steigerwald Gordon & Koch’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
-156,763
Closed -$8.59M – 110
2022
Q2 		$8.59M Sell
156,763
-1,542
-1% -$83.4K 1.5% 34
2022
Q1 		$7.71M Buy
158,305
+8,618
+6% +$385K 1.18% 38
2021
Q4 		$6.25M Buy
149,687
+3,246
+2% +$136K 0.94% 42
2021
Q3 		$6.23M Buy
146,441
+23,157
+19% +$1.04M 1.02% 40
2021
Q2 		$6.13M Buy
123,284
+23,908
+24% +$1.27M 1.01% 39
2021
Q1 		$5.37M Buy
99,376
+11,671
+13% +$606K 1% 39
2020
Q4 		$4.55M Buy
87,705
+7,955
+10% +$377K 0.92% 38
2020
Q3 		$3.48M Buy
79,750
+2,835
+4% +$126K 0.82% 40
2020
Q2 		$3.19M Sell
76,915
-2,292
-3% -$88.2K 0.84% 40
2020
Q1 		$2.6M Sell
79,207
-2,332
-3% -$111K 0.88% 35
2019
Q4 		$4.46M Sell
81,539
-4,312
-5% -$222K 1.05% 36
2019
Q3 		$4.13M Sell
85,851
-319
-0.4% -$15.3K 1.05% 36
2019
Q2 		$4.26M Sell
86,170
-970
-1% -$51.9K 1.1% 36
2019
Q1 		$5.13M Buy
87,140
+1,616
+2% +$88.1K 1.35% 35
2018
Q4 		$4.09M Sell
85,524
-2,067
-2% -$109K 1.22% 34
2018
Q3 		$5.48M Buy
87,591
+179
+0.2% +$11.3K 1.38% 36
2018
Q2 		$5.68M Buy
87,412
+5,547
+7% +$359K 1.51% 36
2018
Q1 		$5.18M Buy
81,865
+7,216
+10% +$505K 1.45% 33
2017
Q4 		$5.28M Buy
74,649
+4,805
+7% +$323K 1.46% 33
2017
Q3 		$4.38M Buy
69,844
+4,813
+7% +$303K 1.21% 36
2017
Q2 		$4M Buy
65,031
+10,482
+19% +$657K 1.13% 38
2017
Q1 		$3.51M Buy
54,549
+4,973
+10% +$318K 1.04% 39
2016
Q4 		$2.92M Buy
+49,576
New +$2.84M 0.93% 38
2016
Q3 		– Sell
-36,469
Closed -$1.98M – 77
2016
Q2 		$1.98M Buy
36,469
+477
+1% +$24.6K 0.71% 42
2016
Q1 		$1.63M Buy
35,992
+1,645
+5% +$73.2K 0.62% 42
2015
Q4 		$1.59M Buy
34,347
+4,194
+14% +$204K 0.65% 41
2015
Q3 		$1.4M Buy
30,153
+7,826
+35% +$397K 0.62% 40
2015
Q2 		$1.18M Sell
22,327
-372
-2% -$19.1K 0.54% 37
2015
Q1 		$1.04M Sell
22,699
-272
-1% -$12.4K 0.48% 37
2014
Q4 		$917K Buy
+22,971
New +$814K 0.46% 36

Other funds holding CDK

IA
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 $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

Steigerwald Gordon & Koch's CDK Position: Q3 2022 in Review

Steigerwald Gordon & Koch sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 156,763 shares — an estimated $8.59M sold.

Steigerwald Gordon & Koch first reported a position in CDK in Q4 2014 and held it in 30 quarters. The position peaked at $8.59M in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Steigerwald Gordon & Koch reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 156,763 CDK Global, Inc. shares in Q3 2022, an estimated $8.59M.
  • Steigerwald Gordon & Koch first reported a position in CDK Global, Inc. in Q4 2014 and held it in 30 quarters.
  • Steigerwald Gordon & Koch's CDK Global, Inc. position peaked at $8.59M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Steigerwald Gordon & Koch's 13F filing for Q3 2022, filed 12 Oct 2022.