UB
CDK

UMB Bank’s CDK Global, Inc. CDK Stock Holding History

UMB Bank’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
-3,813
Closed -$209K – 2037
2022
Q2 		$209K Sell
3,813
-4,994
-57% -$270K ﹤0.01% 619
2022
Q1 		$428K Sell
8,807
-430
-5% -$19.2K 0.01% 501
2021
Q4 		$385K Buy
+9,237
New +$388K ﹤0.01% 533
2015
Q2 		– Sell
-4,307
Closed -$201 – 327
2015
Q1 		$201 Buy
+4,307
New +$196K 0.01% 296

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

UMB Bank's CDK Position: Q3 2022 in Review

UMB Bank sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 3,813 shares — an estimated $209K sold.

UMB Bank first reported a position in CDK in Q1 2015 and held it in 4 quarters. The position peaked at $428K in Q1 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • UMB Bank reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • UMB Bank sold 3,813 CDK Global, Inc. shares in Q3 2022, an estimated $209K.
  • UMB Bank first reported a position in CDK Global, Inc. in Q1 2015 and held it in 4 quarters.
  • UMB Bank's CDK Global, Inc. position peaked at $428K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.