Stonebridge Capital Advisors’s CDK Global, Inc. CDK Stock Holding History

Stonebridge Capital Advisors’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	-339	Closed	-$19K	–	1154
2022 Q2	$19K	Sell	339 -66	-16%	-$3.57K	﹤0.01%	504
2022 Q1	$20K	Hold	405	–	–	﹤0.01%	536
2021 Q4	$17K	Hold	405	–	–	﹤0.01%	547
2021 Q3	$17K	Sell	405 -391	-49%	-$17.6K	﹤0.01%	533
2021 Q2	$42K	Buy	796 +398	+100%	+$21.1K	﹤0.01%	500
2021 Q1	$22K	Buy	+398	New	+$20.6K	﹤0.01%	493
2020 Q3	–	Sell	-398	Closed	-$16K	–	771
2020 Q2	$16K	Hold	398	–	–	﹤0.01%	437
2020 Q1	$13K	Hold	398	–	–	﹤0.01%	456
2019 Q4	$22K	Hold	398	–	–	﹤0.01%	434
2019 Q3	$19K	Hold	398	–	–	﹤0.01%	461
2019 Q2	$20K	Buy	+398	New	+$21.3K	﹤0.01%	456

Other funds holding CDK

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

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

Stonebridge Capital Advisors's CDK Position: Q3 2022 in Review

Stonebridge Capital Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 339 shares — an estimated $19K sold.

Stonebridge Capital Advisors first reported a position in CDK in Q2 2019 and held it in 11 quarters. The position peaked at $42K in Q2 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Stonebridge Capital Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 339 CDK Global, Inc. shares in Q3 2022, an estimated $19K.
Stonebridge Capital Advisors first reported a position in CDK Global, Inc. in Q2 2019 and held it in 11 quarters.
Stonebridge Capital Advisors's CDK Global, Inc. position peaked at $42K in Q2 2021.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

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