Valeo Financial Advisors’s CDK Global, Inc. CDK Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-969	Closed	-$52K	–	2045
2021 Q1	$52K	Buy	969 +39	+4%	+$2.02K	﹤0.01%	861
2020 Q4	$48K	Sell	930 -415	-31%	-$19.7K	﹤0.01%	796
2020 Q3	$59K	Sell	1,345 -169	-11%	-$7.51K	0.01%	612
2020 Q2	$63K	Buy	1,514 +1,026	+210%	+$39.5K	0.01%	648
2020 Q1	$17K	Buy	488 +114	+30%	+$5.45K	﹤0.01%	939
2019 Q4	$20K	Buy	374 +49	+15%	+$2.52K	﹤0.01%	927
2019 Q3	$16K	Sell	325 -33	-9%	-$1.58K	﹤0.01%	913
2019 Q2	$18K	Buy	358 +33	+10%	+$1.77K	﹤0.01%	885
2019 Q1	$19K	Sell	325 -44	-12%	-$2.4K	﹤0.01%	815
2018 Q4	$18K	Hold	369	–	–	﹤0.01%	741
2018 Q3	$21K	Hold	369	–	–	﹤0.01%	772
2018 Q2	$24K	Buy	369 +80	+28%	+$5.17K	﹤0.01%	718
2018 Q1	$18K	Hold	289	–	–	﹤0.01%	749
2017 Q4	$21K	Buy	289 +276	+2,123%	+$18.5K	﹤0.01%	660
2017 Q3	$1K	Buy	+13	New	+$819	﹤0.01%	1149

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Valeo Financial Advisors's CDK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of CDK Global, Inc. (CDK) in Q2 2021, closing a stake of 969 shares — an estimated $52K sold.

Valeo Financial Advisors first reported a position in CDK in Q3 2017 and held it in 15 quarters. The position peaked at $63K in Q2 2020. 472 funds tracked by Wall St. Rank hold CDK as of Q2 2021.

Valeo Financial Advisors reported no remaining CDK Global, Inc. position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 969 CDK Global, Inc. shares in Q2 2021, an estimated $52K.
Valeo Financial Advisors first reported a position in CDK Global, Inc. in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's CDK Global, Inc. position peaked at $63K in Q2 2020.
472 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.