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Carmichael Hill & Associates’s Autodesk ADSK Stock Holding History

Carmichael Hill & Associates’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
Q4 		– Hold
0
– -$20.7K – 793
2023
Q3 		– Hold
0
– – – 460
2023
Q2 		– Hold
0
– – – 463
2023
Q1 		– Hold
0
– – – 447
2022
Q4 		– Hold
0
– – – 257
2022
Q3 		– Hold
0
– – – 241
2022
Q2 		– Sell
-300
Closed -$57.7K – 248
2022
Q1 		$64K Buy
300
+100
+50% +$23K 0.03% 304
2021
Q4 		$56K Hold
200
– – 0.03% 343
2021
Q3 		$57K Hold
200
– – 0.03% 332
2021
Q2 		$58K Hold
200
– – 0.03% 321
2021
Q1 		$55K Hold
200
– – 0.03% 320
2020
Q4 		$61K Buy
+200
New +$52.7K 0.04% 288

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Carmichael Hill & Associates's ADSK Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Autodesk (ADSK) stake by 4.5% in Q3 2024, selling an estimated $62.4K and leaving 5,297 shares worth $1.46M. The position accounts for 0.52% of the portfolio, ranked #44.

Carmichael Hill & Associates first reported a position in ADSK in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2023. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • Carmichael Hill & Associates held 5,297 shares of Autodesk worth $1.46M as of Q3 2024.
  • Carmichael Hill & Associates sold 248 Autodesk shares in Q3 2024, an estimated $62.4K.
  • Autodesk made up 0.52% of Carmichael Hill & Associates's portfolio in Q3 2024, its #44 holding.
  • Carmichael Hill & Associates first reported a position in Autodesk in Q1 2023 and has held it in 7 quarters since.
  • Carmichael Hill & Associates's Autodesk position peaked at $1.5M in Q4 2023.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.