UBS Group
CDK

UBS Group’s CDK Global, Inc. CDK Stock Holding History

UBS Group’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
-87,670
Closed -$4.8M – 11826
2022
Q2 		$4.8M Buy
87,670
+62,880
+254% +$3.4M ﹤0.01% 2414
2022
Q1 		$1.21M Sell
24,790
-53,286
-68% -$2.38M ﹤0.01% 3913
2021
Q4 		$3.26M Buy
78,076
+20,557
+36% +$863K ﹤0.01% 3281
2021
Q3 		$2.45M Sell
57,519
-41,686
-42% -$1.88M ﹤0.01% 3406
2021
Q2 		$4.93M Buy
99,205
+29,818
+43% +$1.58M ﹤0.01% 2702
2021
Q1 		$3.75M Sell
69,387
-285,512
-80% -$14.8M ﹤0.01% 2914
2020
Q4 		$18.4M Buy
354,899
+237,434
+202% +$11.3M 0.01% 1395
2020
Q3 		$5.12M Buy
117,465
+42,353
+56% +$1.88M ﹤0.01% 2190
2020
Q2 		$3.11M Sell
75,112
-20,451
-21% -$787K ﹤0.01% 2463
2020
Q1 		$3.14M Sell
95,563
-130,725
-58% -$6.24M ﹤0.01% 2341
2019
Q4 		$12.4M Buy
226,288
+89,728
+66% +$4.61M ﹤0.01% 1760
2019
Q3 		$6.57M Sell
136,560
-31,986
-19% -$1.53M ﹤0.01% 2131
2019
Q2 		$8.33M Sell
168,546
-19,942
-11% -$1.07M ﹤0.01% 1913
2019
Q1 		$11.1M Buy
188,488
+58,855
+45% +$3.21M ﹤0.01% 1600
2018
Q4 		$6.21M Sell
129,633
-33,744
-21% -$1.78M ﹤0.01% 1973
2018
Q3 		$10.2M Sell
163,377
-2,541
-2% -$161K ﹤0.01% 1763
2018
Q2 		$10.8M Sell
165,918
-13,895
-8% -$898K ﹤0.01% 1677
2018
Q1 		$11.4M Sell
179,813
-36,223
-17% -$2.54M ﹤0.01% 1573
2017
Q4 		$15.4M Buy
216,036
+127,977
+145% +$8.59M 0.01% 1374
2017
Q3 		$5.55M Buy
88,059
+27,808
+46% +$1.75M ﹤0.01% 2110
2017
Q2 		$3.74M Sell
60,251
-45,045
-43% -$2.83M ﹤0.01% 2418
2017
Q1 		$6.85M Buy
105,296
+31,795
+43% +$2.04M ﹤0.01% 1807
2016
Q4 		$4.39M Sell
73,501
-41,574
-36% -$2.38M ﹤0.01% 2207
2016
Q3 		$6.6M Buy
115,075
+22,081
+24% +$1.27M ﹤0.01% 1772
2016
Q2 		$5.16M Buy
92,994
+6,780
+8% +$350K ﹤0.01% 1926
2016
Q1 		$4.01M Sell
86,214
-29,089
-25% -$1.3M ﹤0.01% 2062
2015
Q4 		$5.47M Buy
115,303
+11,161
+11% +$542K ﹤0.01% 1880
2015
Q3 		$4.97M Sell
104,142
-2,662
-2% -$135K ﹤0.01% 1922
2015
Q2 		$5.76M Sell
106,804
-3,508
-3% -$180K ﹤0.01% 1930
2015
Q1 		$5.16M Sell
110,312
-16,184
-13% -$738K ﹤0.01% 2045
2014
Q4 		$5.16M Buy
+126,496
New +$4.48M ﹤0.01% 2069

Other funds holding CDK

IA
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
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

UBS Group's CDK Position: Q3 2022 in Review

UBS Group sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 87,670 shares — an estimated $4.8M sold.

UBS Group first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $18.4M in Q4 2020. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • UBS Group reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • UBS Group sold 87,670 CDK Global, Inc. shares in Q3 2022, an estimated $4.8M.
  • UBS Group first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • UBS Group's CDK Global, Inc. position peaked at $18.4M in Q4 2020.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on UBS Group's 13F filing for Q3 2022, filed 10 Nov 2022.