WT
CDK

Whittier Trust’s CDK Global, Inc. CDK Stock Holding History

Whittier Trust’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
-1,816
Closed -$100K – 1797
2022
Q2 		$100K Sell
1,816
-234
-11% -$12.6K ﹤0.01% 795
2022
Q1 		$99K Sell
2,050
-1,610
-44% -$72K ﹤0.01% 826
2021
Q4 		$153K Buy
3,660
+33
+0.9% +$1.39K ﹤0.01% 732
2021
Q3 		$154K Buy
+3,627
New +$163K ﹤0.01% 691
2021
Q2 		– Sell
-4,595
Closed -$249K – 1584
2021
Q1 		$249K Hold
4,595
– – ﹤0.01% 601
2020
Q4 		$238K Sell
4,595
-464
-9% -$22K 0.01% 564
2020
Q3 		$221K Sell
5,059
-3
-0.1% -$133 0.01% 553
2020
Q2 		$209K Sell
5,062
-63
-1% -$2.42K 0.01% 538
2020
Q1 		$169K Buy
5,125
+3
+0.1% +$143 0.01% 554
2019
Q4 		$280K Sell
5,122
-1,063
-17% -$54.6K 0.01% 493
2019
Q3 		$297K Buy
6,185
+178
+3% +$8.52K 0.01% 485
2019
Q2 		$297K Hold
6,007
– – 0.01% 469
2019
Q1 		$353K Sell
6,007
-319
-5% -$17.4K 0.01% 440
2018
Q4 		$303K Buy
6,326
+192
+3% +$10.1K 0.01% 440
2018
Q3 		$384K Hold
6,134
– – 0.01% 407
2018
Q2 		$399K Hold
6,134
– – 0.01% 397
2018
Q1 		$388K Sell
6,134
-708
-10% -$49.6K 0.01% 403
2017
Q4 		$487K Sell
6,842
-2,660
-28% -$179K 0.02% 368
2017
Q3 		$600K Sell
9,502
-453
-5% -$28.5K 0.02% 334
2017
Q2 		$617K Sell
9,955
-316
-3% -$19.8K 0.02% 319
2017
Q1 		$667K Sell
10,271
-48
-0.5% -$3.07K 0.03% 312
2016
Q4 		$615K Sell
10,319
-1,253
-11% -$71.7K 0.03% 315
2016
Q3 		$663K Sell
11,572
-60
-0.5% -$3.45K 0.03% 311
2016
Q2 		$645K Sell
11,632
-714
-6% -$36.9K 0.03% 310
2016
Q1 		$575K Sell
12,346
-1,282
-9% -$57.1K 0.03% 327
2015
Q4 		$647K Sell
13,628
-1,048
-7% -$50.9K 0.03% 324
2015
Q3 		$701K Sell
14,676
-3,323
-18% -$169K 0.03% 293
2015
Q2 		$971K Sell
17,999
-13,292
-42% -$682K 0.04% 282
2015
Q1 		$1.46M Sell
31,291
-571
-2% -$26K 0.07% 209
2014
Q4 		$1.3M Buy
+31,862
New +$1.13M 0.06% 218

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

Whittier Trust's CDK Position: Q3 2022 in Review

Whittier Trust sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1,816 shares — an estimated $100K sold.

Whittier Trust first reported a position in CDK in Q4 2014 and held it in 30 quarters. The position peaked at $1.46M in Q1 2015. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Whittier Trust reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Whittier Trust sold 1,816 CDK Global, Inc. shares in Q3 2022, an estimated $100K.
  • Whittier Trust first reported a position in CDK Global, Inc. in Q4 2014 and held it in 30 quarters.
  • Whittier Trust's CDK Global, Inc. position peaked at $1.46M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Whittier Trust's 13F filing for Q3 2022, filed 21 Oct 2022.