Compagnie Lombard Odier SCmA’s Autodesk ADSK Stock Holding History

Compagnie Lombard Odier SCmA’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
2024 Q1	–	Sell	-775	Closed	-$189K	–	477
2023 Q4	$189K	Buy	+775	New	+$167K	﹤0.01%	289
2021 Q2	–	Sell	-3,700	Closed	-$1.02M	–	626
2021 Q1	$1.02M	Buy	3,700 +150	+4%	+$43.3K	0.02%	201
2020 Q4	$1.08M	Buy	+3,550	New	+$936K	0.03%	159
2015 Q2	–	Sell	-2,174	Closed	-$127K	–	824
2015 Q1	$127K	Hold	2,174	–	–	﹤0.01%	603
2014 Q4	$131K	Sell	2,174 -1,301	-37%	-$75.3K	0.01%	494
2014 Q3	$191K	Hold	3,475	–	–	0.01%	517
2014 Q2	$196K	Hold	3,475	–	–	0.01%	526
2014 Q1	$171K	Hold	3,475	–	–	0.01%	556
2013 Q4	$175K	Buy	+3,475	New	+$152K	0.01%	553

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Polen Capital Management

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

Geode Capital Management

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

Aristotle Capital Management

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

Ninety One (UK)

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