AIM
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Allen Investment Management’s Autodesk ADSK Stock Holding History

Allen Investment Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,771
Closed -$648K – 214
2022
Q2 		$648K Sell
3,771
-647
-15% -$124K 0.01% 148
2022
Q1 		$947K Hold
4,418
– – 0.01% 140
2021
Q4 		$1.24M Hold
4,418
– – 0.02% 136
2021
Q3 		$1.26M Hold
4,418
– – 0.02% 109
2021
Q2 		$1.29M Hold
4,418
– – 0.02% 106
2021
Q1 		$1.22M Hold
4,418
– – 0.02% 106
2020
Q4 		$1.35M Sell
4,418
-518
-10% -$137K 0.02% 97
2020
Q3 		$1.14M Buy
4,936
+530
+12% +$126K 0.02% 97
2020
Q2 		$1.05M Buy
+4,406
New +$866K 0.02% 99
2017
Q4 		– Sell
-4,428
Closed -$497K – 170
2017
Q3 		$497K Sell
4,428
-34,122
-89% -$3.76M 0.02% 148
2017
Q2 		$3.89M Sell
38,550
-23
-0.1% -$2.28K 0.19% 49
2017
Q1 		$3.33M Sell
38,573
-1,394
-3% -$117K 0.17% 53
2016
Q4 		$2.96M Buy
39,967
+17,459
+78% +$1.29M 0.18% 55
2016
Q3 		$1.63M Sell
22,508
-437
-2% -$27.5K 0.1% 69
2016
Q2 		$1.24M Buy
22,945
+1,909
+9% +$110K 0.09% 76
2016
Q1 		$1.23M Sell
21,036
-3,150
-13% -$164K 0.1% 76
2015
Q4 		$1.47M Buy
+24,186
New +$1.4M 0.12% 68
2015
Q2 		– Sell
-9,081
Closed -$533K – 211
2015
Q1 		$533K Buy
9,081
+2,075
+30% +$123K 0.04% 138
2014
Q4 		$421K Buy
7,006
+2,592
+59% +$150K 0.03% 150
2014
Q3 		$243K Buy
+4,414
New +$242K 0.02% 178

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allen Investment Management's ADSK Position: Q3 2022 in Review

Allen Investment Management sold out of Autodesk (ADSK) in Q3 2022, closing a stake of 3,771 shares — an estimated $648K sold.

Allen Investment Management first reported a position in ADSK in Q3 2014 and held it in 20 quarters. The position peaked at $3.89M in Q2 2017. 1,040 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

  • Allen Investment Management reported no remaining Autodesk position as of Q3 2022 after selling out during the quarter.
  • Allen Investment Management sold 3,771 Autodesk shares in Q3 2022, an estimated $648K.
  • Allen Investment Management first reported a position in Autodesk in Q3 2014 and held it in 20 quarters.
  • Allen Investment Management's Autodesk position peaked at $3.89M in Q2 2017.
  • 1,040 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on Allen Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.