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Chase Investment Counsel’s Autodesk ADSK Stock Holding History

Chase Investment Counsel’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
Q1 		– Sell
-7,923
Closed -$1.48M – 97
2022
Q4 		$1.48M Buy
+7,923
New +$1.59M 0.91% 47

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Chase Investment Counsel's ADSK Position: Q1 2023 in Review

Chase Investment Counsel sold out of Autodesk (ADSK) in Q1 2023, closing a stake of 7,923 shares — an estimated $1.48M sold.

Chase Investment Counsel first reported a position in ADSK in Q4 2022 and held it in 1 quarter. The position peaked at $1.48M in Q4 2022. 1,090 funds tracked by Wall St. Rank hold ADSK as of Q1 2023.

  • Chase Investment Counsel reported no remaining Autodesk position as of Q1 2023 after selling out during the quarter.
  • Chase Investment Counsel sold 7,923 Autodesk shares in Q1 2023, an estimated $1.48M.
  • Chase Investment Counsel first reported a position in Autodesk in Q4 2022 and held it in 1 quarter.
  • Chase Investment Counsel's Autodesk position peaked at $1.48M in Q4 2022.
  • 1,090 funds tracked by Wall St. Rank held Autodesk as of Q1 2023.

Based on Chase Investment Counsel's 13F filing for Q1 2023, filed 4 May 2023.