Tortoise Investment Management’s CDK Global, Inc. CDK Stock Holding History

Tortoise Investment Management’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	-100	Closed	-$5K	–	792
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	601
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	575
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	574
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	554
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	526
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	510
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	475
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	461
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	437
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	472
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	489
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	481
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	506
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	475
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	455
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	450
2018 Q2	$7K	Hold	100	–	–	﹤0.01%	447
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	439
2017 Q4	$7K	Hold	100	–	–	﹤0.01%	430
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	408
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	399
2017 Q1	$7K	Hold	100	–	–	﹤0.01%	368
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	390
2016 Q3	$6K	Hold	100	–	–	﹤0.01%	363
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	377
2016 Q1	$5K	Hold	100	–	–	﹤0.01%	337
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	359
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	342
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	365
2015 Q1	$5K	Buy	+100	New	+$4.56K	﹤0.01%	347

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 $9.54B AUM 19.86% 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

Tortoise Investment Management's CDK Position: Q3 2022 in Review

Tortoise Investment Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Tortoise Investment Management first reported a position in CDK in Q1 2015 and held it in 30 quarters. The position peaked at $7K in Q2 2018. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Tortoise Investment Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Tortoise Investment Management sold 100 CDK Global, Inc. shares in Q3 2022, an estimated $5K.
Tortoise Investment Management first reported a position in CDK Global, Inc. in Q1 2015 and held it in 30 quarters.
Tortoise Investment Management's CDK Global, Inc. position peaked at $7K in Q2 2018.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Tortoise Investment Management's 13F filing for Q3 2022, filed 4 Nov 2022.