TCTC Holdings’s CDK Global, Inc. CDK Stock Holding History

TCTC Holdings’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	-1,787	Closed	-$98K	–	444
2022 Q2	$98K	Hold	1,787	–	–	﹤0.01%	225
2022 Q1	$87K	Hold	1,787	–	–	﹤0.01%	239
2021 Q4	$75K	Hold	1,787	–	–	﹤0.01%	278
2021 Q3	$76K	Hold	1,787	–	–	﹤0.01%	262
2021 Q2	$89K	Sell	1,787 -233	-12%	-$12.3K	﹤0.01%	234
2021 Q1	$109K	Hold	2,020	–	–	0.01%	217
2020 Q4	$105K	Hold	2,020	–	–	0.01%	210
2020 Q3	$88K	Sell	2,020 -1,166	-37%	-$51.8K	0.01%	211
2020 Q2	$132K	Buy	+3,186	New	+$123K	0.01%	179
2018 Q4	–	Sell	-3,720	Closed	-$233K	–	167
2018 Q3	$233K	Hold	3,720	–	–	0.01%	155
2018 Q2	$242K	Hold	3,720	–	–	0.01%	152
2018 Q1	$235K	Sell	3,720 -152	-4%	-$10.6K	0.01%	152
2017 Q4	$276K	Sell	3,872 -201	-5%	-$13.5K	0.01%	151
2017 Q3	$257K	Sell	4,073 -366	-8%	-$23.1K	0.02%	150
2017 Q2	$275K	Sell	4,439 -16	-0.4%	-$1K	0.02%	143
2017 Q1	$290K	Hold	4,455	–	–	0.02%	157
2016 Q4	$266K	Hold	4,455	–	–	0.02%	158
2016 Q3	$255K	Hold	4,455	–	–	0.02%	142
2016 Q2	$247K	Hold	4,455	–	–	0.02%	162
2016 Q1	$207K	Sell	4,455 -166	-4%	-$7.39K	0.01%	172
2015 Q4	$219K	Sell	4,621 -1	-0%	-$49	0.01%	169
2015 Q3	$221K	Sell	4,622 -125	-3%	-$6.34K	0.01%	163
2015 Q2	$257K	Sell	4,747 -398	-8%	-$20.4K	0.01%	148
2015 Q1	$240K	Sell	5,145 -20,725	-80%	-$945K	0.01%	156
2014 Q4	$1.05M	Buy	+25,870	New	+$916K	0.06%	102

Other funds holding CDK

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

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

TCTC Holdings's CDK Position: Q3 2022 in Review

TCTC Holdings sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1,787 shares — an estimated $98K sold.

TCTC Holdings first reported a position in CDK in Q4 2014 and held it in 25 quarters. The position peaked at $1.05M in Q4 2014. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

TCTC Holdings reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
TCTC Holdings sold 1,787 CDK Global, Inc. shares in Q3 2022, an estimated $98K.
TCTC Holdings first reported a position in CDK Global, Inc. in Q4 2014 and held it in 25 quarters.
TCTC Holdings's CDK Global, Inc. position peaked at $1.05M in Q4 2014.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on TCTC Holdings's 13F filing for Q3 2022, filed 10 Nov 2022.