SFP
CDK

Sterling Financial Planning’s CDK Global, Inc. CDK Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-600
Closed -$26K – 425
2021
Q3 		$26K Hold
600
– – 0.02% 245
2021
Q2 		$30K Hold
600
– – 0.02% 219
2021
Q1 		$32K Hold
600
– – 0.02% 193
2020
Q4 		$31K Buy
+600
New +$28.5K 0.03% 182

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Planning's CDK Position: Q4 2021 in Review

Sterling Financial Planning sold out of CDK Global, Inc. (CDK) in Q4 2021, closing a stake of 600 shares — an estimated $26K sold.

Sterling Financial Planning first reported a position in CDK in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q1 2021. 448 funds tracked by Wall St. Rank hold CDK as of Q4 2021.

  • Sterling Financial Planning reported no remaining CDK Global, Inc. position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 600 CDK Global, Inc. shares in Q4 2021, an estimated $26K.
  • Sterling Financial Planning first reported a position in CDK Global, Inc. in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's CDK Global, Inc. position peaked at $32K in Q1 2021.
  • 448 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.