WJWM
CDK

Williams Jones Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Williams Jones Wealth Management’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
2020
Q1 		– Sell
-4,940
Closed -$270K – 443
2019
Q4 		$270K Hold
4,940
– – 0.01% 378
2019
Q3 		$238K Buy
+4,940
New +$236K ﹤0.01% 382

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williams Jones Wealth Management's CDK Position: Q1 2020 in Review

Williams Jones Wealth Management sold out of CDK Global, Inc. (CDK) in Q1 2020, closing a stake of 4,940 shares — an estimated $270K sold.

Williams Jones Wealth Management first reported a position in CDK in Q3 2019 and held it in 2 quarters. The position peaked at $270K in Q4 2019. 467 funds tracked by Wall St. Rank hold CDK as of Q1 2020.

  • Williams Jones Wealth Management reported no remaining CDK Global, Inc. position as of Q1 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 4,940 CDK Global, Inc. shares in Q1 2020, an estimated $270K.
  • Williams Jones Wealth Management first reported a position in CDK Global, Inc. in Q3 2019 and held it in 2 quarters.
  • Williams Jones Wealth Management's CDK Global, Inc. position peaked at $270K in Q4 2019.
  • 467 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2020.

Based on Williams Jones Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.