Waverly Advisors’s CDK Global, Inc. CDK Stock Holding History

Waverly 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
2018 Q1	–	Sell	-41	Closed	-$3K	–	369
2017 Q4	$3K	Buy	+41	New	+$2.75K	﹤0.01%	381

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Waverly Advisors's CDK Position: Q1 2018 in Review

Waverly Advisors sold out of CDK Global, Inc. (CDK) in Q1 2018, closing a stake of 41 shares — an estimated $3K sold.

Waverly Advisors first reported a position in CDK in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 603 funds tracked by Wall St. Rank hold CDK as of Q1 2018.

Waverly Advisors reported no remaining CDK Global, Inc. position as of Q1 2018 after selling out during the quarter.
Waverly Advisors sold 41 CDK Global, Inc. shares in Q1 2018, an estimated $3K.
Waverly Advisors first reported a position in CDK Global, Inc. in Q4 2017 and held it in 1 quarter.
Waverly Advisors's CDK Global, Inc. position peaked at $3K in Q4 2017.
603 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.