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
2018
Q3 		– Sell
-17,900
Closed -$1.16M – 8394
2018
Q2 		$1.16M Buy
+17,900
New +$1.16M ﹤0.01% 3644
2017
Q2 		– Sell
-110,000
Closed -$7.15M – 8113
2017
Q1 		$7.15M Buy
+110,000
New +$7.04M ﹤0.01% 1771

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.