West Oak Capital’s CDK Global, Inc. CDK Stock Holding History

West Oak Capital’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 Q2	–	Sell	-1,024	Closed	-$50K	–	382
2022 Q1	$50K	Sell	1,024 -50	-5%	-$2.24K	0.02%	180
2021 Q4	$45K	Hold	1,074	–	–	0.02%	191
2021 Q3	$46K	Hold	1,074	–	–	0.02%	194
2021 Q2	$53K	Hold	1,074	–	–	0.02%	184
2021 Q1	$58K	Hold	1,074	–	–	0.02%	176
2020 Q4	$56K	Hold	1,074	–	–	0.03%	174
2020 Q3	$47K	Hold	1,074	–	–	0.03%	169
2020 Q2	$44K	Hold	1,074	–	–	0.03%	174
2020 Q1	$35K	Hold	1,074	–	–	0.02%	177
2019 Q4	$59K	Hold	1,074	–	–	0.03%	168
2019 Q3	$52K	Hold	1,074	–	–	0.03%	176
2019 Q2	$53K	Hold	1,074	–	–	0.03%	176
2019 Q1	$63K	Hold	1,074	–	–	0.04%	163
2018 Q4	$51.4K	Hold	1,074	–	–	0.04%	164
2018 Q3	$67.2K	Hold	1,074	–	–	0.04%	165
2018 Q2	$69.9K	Sell	1,074 -733	-41%	-$47.4K	0.04%	163
2018 Q1	$114K	Sell	1,807 -41	-2%	-$2.87K	0.07%	139
2017 Q4	$132K	Sell	1,848 -66	-3%	-$4.43K	0.08%	130
2017 Q3	$121K	Sell	1,914 -837	-30%	-$52.7K	0.07%	139
2017 Q2	$171K	Sell	2,751 -25	-0.9%	-$1.57K	0.1%	126
2017 Q1	$180K	Sell	2,776 -94	-3%	-$6.02K	0.11%	122
2016 Q4	$171K	Sell	2,870 -148	-5%	-$8.46K	0.11%	123
2016 Q3	$173K	Sell	3,018 -15	-0.5%	-$863	0.12%	118
2016 Q2	$168K	Sell	3,033 -66	-2%	-$3.41K	0.12%	112
2016 Q1	$144K	Hold	3,099	–	–	0.11%	115
2015 Q4	$147K	Sell	3,099 -18	-0.6%	-$873	0.11%	111
2015 Q3	$149K	Hold	3,117	–	–	0.12%	113
2015 Q2	$168K	Sell	3,117 -404	-11%	-$20.7K	0.13%	111
2015 Q1	$165K	Sell	3,521 -1,370	-28%	-$62.5K	0.12%	111
2014 Q4	$199K	Buy	+4,891	New	+$173K	0.15%	102

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

CCP

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Oak Capital's CDK Position: Q2 2022 in Review

West Oak Capital sold out of CDK Global, Inc. (CDK) in Q2 2022, closing a stake of 1,024 shares — an estimated $50K sold.

West Oak Capital first reported a position in CDK in Q4 2014 and held it in 30 quarters. The position peaked at $199K in Q4 2014. 456 funds tracked by Wall St. Rank hold CDK as of Q2 2022.

West Oak Capital reported no remaining CDK Global, Inc. position as of Q2 2022 after selling out during the quarter.
West Oak Capital sold 1,024 CDK Global, Inc. shares in Q2 2022, an estimated $50K.
West Oak Capital first reported a position in CDK Global, Inc. in Q4 2014 and held it in 30 quarters.
West Oak Capital's CDK Global, Inc. position peaked at $199K in Q4 2014.
456 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2022.

Based on West Oak Capital's 13F filing for Q2 2022, filed 11 Jul 2022.