WDA
CDK

Wendell David Associates’s CDK Global, Inc. CDK Stock Holding History

Wendell David Associates’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
-21,047
Closed -$1.15M – 150
2022
Q2 		$1.15M Sell
21,047
-116
-0.5% -$6.27K 0.15% 82
2022
Q1 		$1.03M Sell
21,163
-899
-4% -$40.2K 0.11% 86
2021
Q4 		$921K Sell
22,062
-616
-3% -$25.9K 0.09% 95
2021
Q3 		$965K Hold
22,678
– – 0.11% 88
2021
Q2 		$1.13M Sell
22,678
-500
-2% -$26.5K 0.13% 86
2021
Q1 		$1.25M Sell
23,178
-1,568
-6% -$81.3K 0.15% 81
2020
Q4 		$1.28M Sell
24,746
-483
-2% -$22.9K 0.16% 81
2020
Q3 		$1.1M Sell
25,229
-599
-2% -$26.6K 0.15% 83
2020
Q2 		$1.07M Sell
25,828
-2,897
-10% -$112K 0.16% 85
2020
Q1 		$944K Hold
28,725
– – 0.16% 84
2019
Q4 		$1.57M Sell
28,725
-1,441
-5% -$74K 0.22% 80
2019
Q3 		$1.45M Sell
30,166
-216
-0.7% -$10.3K 0.21% 78
2019
Q2 		$1.5M Sell
30,382
-1,166
-4% -$62.4K 0.23% 78
2019
Q1 		$1.86M Sell
31,548
-727
-2% -$39.6K 0.29% 73
2018
Q4 		$1.54M Sell
32,275
-1,604
-5% -$84.6K 0.28% 74
2018
Q3 		$2.12M Sell
33,879
-166
-0.5% -$10.5K 0.33% 72
2018
Q2 		$2.21M Buy
34,045
+313
+0.9% +$20.2K 0.38% 69
2018
Q1 		$2.14M Sell
33,732
-874
-3% -$61.2K 0.38% 70
2017
Q4 		$2.47M Sell
34,606
-3,974
-10% -$267K 0.42% 66
2017
Q3 		$2.43M Sell
38,580
-1,766
-4% -$111K 0.43% 62
2017
Q2 		$2.5M Sell
40,346
-607
-1% -$38.1K 0.47% 54
2017
Q1 		$2.66M Sell
40,953
-736
-2% -$47.1K 0.51% 51
2016
Q4 		$2.49M Buy
+41,689
New +$2.38M 0.49% 57
2015
Q2 		– Sell
-55,019
Closed -$2.59M – 150
2015
Q1 		$2.59M Sell
55,019
-5,890
-10% -$269K 0.5% 53
2014
Q4 		$2.5M Buy
+60,909
New +$2.16M 0.49% 53

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

Wendell David Associates's CDK Position: Q3 2022 in Review

Wendell David Associates sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 21,047 shares — an estimated $1.15M sold.

Wendell David Associates first reported a position in CDK in Q4 2014 and held it in 25 quarters. The position peaked at $2.66M in Q1 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Wendell David Associates reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Wendell David Associates sold 21,047 CDK Global, Inc. shares in Q3 2022, an estimated $1.15M.
  • Wendell David Associates first reported a position in CDK Global, Inc. in Q4 2014 and held it in 25 quarters.
  • Wendell David Associates's CDK Global, Inc. position peaked at $2.66M in Q1 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Wendell David Associates's 13F filing for Q3 2022, filed 18 Oct 2022.