Desjardins Global Asset Management’s Autodesk ADSK Stock Holding History

Desjardins Global Asset 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
2023 Q4	$117K	Sell	481 -80	-14%	-$17.3K	0.01%	441
2023 Q3	$116K	Sell	561 -8,804	-94%	-$1.85M	0.01%	447
2023 Q2	$1.92M	Sell	9,365 -22	-0.2%	-$4.4K	0.22%	102
2023 Q1	$1.95M	Buy	9,387 +85	+0.9%	+$17.5K	0.25%	87
2022 Q4	$1.74M	Sell	9,302 -758	-8%	-$152K	0.27%	79
2022 Q3	$1.88M	Sell	10,060 -1,428	-12%	-$289K	0.24%	85
2022 Q2	$1.98M	Sell	11,488 -1,613	-12%	-$310K	0.26%	82
2022 Q1	$2.81M	Buy	13,101 +790	+6%	+$182K	0.24%	90
2021 Q4	$3.46M	Buy	+12,311	New	+$3.59M	0.3%	79

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Desjardins Global Asset Management's ADSK Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Autodesk (ADSK) stake by 14% in Q4 2023, selling an estimated $17.3K and leaving 481 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #441.

Desjardins Global Asset Management first reported a position in ADSK in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.46M in Q4 2021. 1,161 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

Desjardins Global Asset Management held 481 shares of Autodesk worth $117K as of Q4 2023.
Desjardins Global Asset Management sold 80 Autodesk shares in Q4 2023, an estimated $17.3K.
Autodesk made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #441 holding.
Desjardins Global Asset Management first reported a position in Autodesk in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Autodesk position peaked at $3.46M in Q4 2021.
1,161 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.