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

Tompkins 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	-617	Closed	-$34K	–	622
2022 Q2	$34K	Sell	617 -55	-8%	-$2.97K	0.01%	368
2022 Q1	$33K	Sell	672 -39	-5%	-$1.74K	﹤0.01%	392
2021 Q4	$30K	Hold	711	–	–	0.01%	251
2021 Q3	$30K	Buy	+711	New	+$32K	0.01%	262
2021 Q1	$38K	Hold	711	–	–	0.01%	274
2020 Q4	$37K	Hold	711	–	–	0.01%	275
2020 Q3	$31K	Hold	711	–	–	0.01%	275
2020 Q2	$29K	Hold	711	–	–	0.01%	270
2020 Q1	$23K	Hold	711	–	–	0.01%	278
2019 Q4	$39K	Hold	711	–	–	0.01%	272
2019 Q3	$34K	Hold	711	–	–	0.01%	257
2019 Q2	$35K	Hold	711	–	–	0.01%	259
2019 Q1	$42K	Sell	711 -47	-6%	-$2.56K	0.01%	248
2018 Q4	$36K	Hold	758	–	–	0.01%	256
2018 Q3	$47K	Hold	758	–	–	0.01%	253
2018 Q2	$49K	Hold	758	–	–	0.01%	255
2018 Q1	$48K	Hold	758	–	–	0.01%	250
2017 Q4	$54K	Hold	758	–	–	0.01%	220
2017 Q3	$48K	Hold	758	–	–	0.01%	225
2017 Q2	$47K	Hold	758	–	–	0.01%	225
2017 Q1	$49K	Sell	758 -222	-23%	-$14.2K	0.01%	225
2016 Q4	$58K	Hold	980	–	–	0.02%	207
2016 Q3	$56K	Hold	980	–	–	0.02%	211
2016 Q2	$54K	Hold	980	–	–	0.02%	244
2016 Q1	$46K	Hold	980	–	–	0.01%	250
2015 Q4	$47K	Hold	980	–	–	0.02%	289
2015 Q3	$47K	Sell	980 -2	-0.2%	-$101	0.02%	275
2015 Q2	$53K	Sell	982 -594	-38%	-$30.5K	0.01%	267
2015 Q1	$73K	Sell	1,576 -154	-9%	-$7.02K	0.02%	249
2014 Q4	$71K	Buy	+1,730	New	+$61.3K	0.02%	228

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

Tompkins Financial's CDK Position: Q3 2022 in Review

Tompkins Financial sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 617 shares — an estimated $34K sold.

Tompkins Financial first reported a position in CDK in Q4 2014 and held it in 30 quarters. The position peaked at $73K in Q1 2015. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Tompkins Financial reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Tompkins Financial sold 617 CDK Global, Inc. shares in Q3 2022, an estimated $34K.
Tompkins Financial first reported a position in CDK Global, Inc. in Q4 2014 and held it in 30 quarters.
Tompkins Financial's CDK Global, Inc. position peaked at $73K in Q1 2015.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Tompkins Financial's 13F filing for Q3 2022, filed 13 Oct 2022.