WF
CDK

Welch & Forbes’s CDK Global, Inc. CDK Stock Holding History

Welch & Forbes’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
-11,947
Closed -$654K – 386
2022
Q2 		$654K Buy
11,947
+167
+1% +$9.03K 0.01% 257
2022
Q1 		$573K Buy
+11,780
New +$527K 0.01% 280
2021
Q2 		– Sell
-4,493
Closed -$243K – 401
2021
Q1 		$243K Hold
4,493
– – ﹤0.01% 363
2020
Q4 		$233K Buy
+4,493
New +$213K ﹤0.01% 363
2020
Q1 		– Sell
-4,493
Closed -$246K – 361
2019
Q4 		$246K Sell
4,493
-1,090
-20% -$56K 0.01% 328
2019
Q3 		$268K Sell
5,583
-1,691
-23% -$81K 0.01% 319
2019
Q2 		$360K Sell
7,274
-25
-0.3% -$1.34K 0.01% 290
2019
Q1 		$429K Sell
7,299
-25
-0.3% -$1.36K 0.01% 271
2018
Q4 		$351K Buy
7,324
+74
+1% +$3.9K 0.01% 276
2018
Q3 		$454K Hold
7,250
– – 0.01% 268
2018
Q2 		$472K Sell
7,250
-66
-0.9% -$4.27K 0.01% 256
2018
Q1 		$463K Sell
7,316
-47
-0.6% -$3.29K 0.01% 261
2017
Q4 		$525K Sell
7,363
-490
-6% -$32.9K 0.01% 234
2017
Q3 		$495K Sell
7,853
-435
-5% -$27.4K 0.01% 245
2017
Q2 		$514K Sell
8,288
-7
-0.1% -$439 0.01% 237
2017
Q1 		$539K Sell
8,295
-322
-4% -$20.6K 0.02% 232
2016
Q4 		$514K Sell
8,617
-1,132
-12% -$64.7K 0.02% 236
2016
Q3 		$559K Sell
9,749
-1,039
-10% -$59.8K 0.02% 198
2016
Q2 		$598K Buy
10,788
+18
+0.2% +$930 0.02% 228
2016
Q1 		$501K Sell
10,770
-18,251
-63% -$813K 0.02% 243
2015
Q4 		$1.38M Buy
29,021
+1,215
+4% +$59K 0.04% 175
2015
Q3 		$1.33M Sell
27,806
-2,127
-7% -$108K 0.04% 186
2015
Q2 		$1.62M Sell
29,933
-901
-3% -$46.2K 0.05% 177
2015
Q1 		$1.44M Sell
30,834
-6,302
-17% -$287K 0.04% 189
2014
Q4 		$1.51M Buy
+37,136
New +$1.32M 0.04% 186

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 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

Welch & Forbes's CDK Position: Q3 2022 in Review

Welch & Forbes sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 11,947 shares — an estimated $654K sold.

Welch & Forbes first reported a position in CDK in Q4 2014 and held it in 25 quarters. The position peaked at $1.62M in Q2 2015. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Welch & Forbes reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Welch & Forbes sold 11,947 CDK Global, Inc. shares in Q3 2022, an estimated $654K.
  • Welch & Forbes first reported a position in CDK Global, Inc. in Q4 2014 and held it in 25 quarters.
  • Welch & Forbes's CDK Global, Inc. position peaked at $1.62M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Welch & Forbes's 13F filing for Q3 2022, filed 31 Oct 2022.