Stifel Financial
CDK

Stifel Financial’s CDK Global, Inc. CDK Stock Holding History

Stifel Financial’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
-6,663
Closed -$365K – 3441
2022
Q2 		$365K Sell
6,663
-60,683
-90% -$3.28M ﹤0.01% 2644
2022
Q1 		$3.28M Buy
67,346
+9,648
+17% +$432K ﹤0.01% 1292
2021
Q4 		$2.41M Buy
57,698
+891
+2% +$37.4K ﹤0.01% 1481
2021
Q3 		$2.42M Sell
56,807
-9,645
-15% -$435K ﹤0.01% 1457
2021
Q2 		$3.3M Sell
66,452
-75
-0.1% -$3.97K ﹤0.01% 1260
2021
Q1 		$3.6M Buy
66,527
+7,806
+13% +$405K 0.01% 1147
2020
Q4 		$3.04M Sell
58,721
-12,429
-17% -$590K 0.01% 1133
2020
Q3 		$3.1M Buy
71,150
+21,847
+44% +$971K 0.01% 986
2020
Q2 		$2.04M Sell
49,303
-8,659
-15% -$333K ﹤0.01% 1140
2020
Q1 		$1.9M Buy
57,962
+23,754
+69% +$1.13M 0.01% 1067
2019
Q4 		$1.88M Buy
34,208
+4,199
+14% +$216K ﹤0.01% 1374
2019
Q3 		$1.44M Sell
30,009
-4,221
-12% -$202K ﹤0.01% 1518
2019
Q2 		$1.69M Sell
34,230
-563
-2% -$30.2K ﹤0.01% 1465
2019
Q1 		$2.04M Buy
34,793
+17,325
+99% +$945K 0.01% 1229
2018
Q4 		$837K Sell
17,468
-3,644
-17% -$192K ﹤0.01% 1650
2018
Q3 		$1.33M Buy
21,112
+3,384
+19% +$215K ﹤0.01% 1506
2018
Q2 		$1.15M Buy
17,728
+1,036
+6% +$67K ﹤0.01% 1523
2018
Q1 		$1.06M Sell
16,692
-84
-0.5% -$5.88K ﹤0.01% 1523
2017
Q4 		$1.2M Sell
16,776
-15,150
-47% -$1.02M ﹤0.01% 1415
2017
Q3 		$2.01M Sell
31,926
-4,906
-13% -$309K 0.01% 1119
2017
Q2 		$2.29M Buy
36,832
+2,767
+8% +$174K 0.01% 1039
2017
Q1 		$2.22M Buy
34,065
+20,848
+158% +$1.33M 0.01% 1041
2016
Q4 		$794K Buy
13,217
+1,387
+12% +$79.3K ﹤0.01% 1513
2016
Q3 		$680K Sell
11,830
-2,176
-16% -$125K ﹤0.01% 1542
2016
Q2 		$778K Buy
14,006
+1,622
+13% +$83.8K ﹤0.01% 1504
2016
Q1 		$576K Sell
12,384
-4,288
-26% -$191K ﹤0.01% 1509
2015
Q4 		$794K Sell
16,672
-1,719
-9% -$83.4K ﹤0.01% 1422
2015
Q3 		$881K Sell
18,391
-5,232
-22% -$265K 0.01% 1279
2015
Q2 		$1.27M Sell
23,623
-25,440
-52% -$1.31M 0.01% 1242
2015
Q1 		$2.3M Sell
49,063
-9,764
-17% -$445K 0.01% 882
2014
Q4 		$2.4M Buy
+58,827
New +$2.08M 0.01% 831

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

Stifel Financial's CDK Position: Q3 2022 in Review

Stifel Financial sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 6,663 shares — an estimated $365K sold.

Stifel Financial first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $3.6M in Q1 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Stifel Financial reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Stifel Financial sold 6,663 CDK Global, Inc. shares in Q3 2022, an estimated $365K.
  • Stifel Financial first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • Stifel Financial's CDK Global, Inc. position peaked at $3.6M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.