Arlington Partners’s Autodesk ADSK Stock Holding History

Arlington Partners’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
2023 Q3	–	Sell	-643	Closed	-$132K	–	335
2023 Q2	$132K	Buy	643 +582	+954%	+$116K	0.02%	202
2023 Q1	$12.7K	Sell	61 -14	-19%	-$2.88K	﹤0.01%	397
2022 Q4	$14K	Hold	75	–	–	﹤0.01%	342
2022 Q3	$14K	Hold	75	–	–	0.01%	285
2022 Q2	$13K	Hold	75	–	–	﹤0.01%	353
2022 Q1	$16K	Sell	75 -23	-23%	-$5.3K	﹤0.01%	345
2021 Q4	$28K	Sell	98 -65	-40%	-$18.9K	0.01%	331
2021 Q3	$46K	Hold	163	–	–	0.01%	269
2021 Q2	$48K	Hold	163	–	–	0.02%	196
2021 Q1	$45K	Hold	163	–	–	0.02%	249
2020 Q4	$50K	Buy	+163	New	+$43K	0.02%	107

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Bank of America

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