Disciplined Investments’s Autodesk ADSK Stock Holding History

Disciplined Investments’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	-185	Closed	-$37.9K	–	133
2023 Q2	$37.9K	Sell	185 -2	-1%	-$400	0.02%	224
2023 Q1	$38.9K	Buy	187 +2	+1%	+$412	0.02%	250
2022 Q4	$34.6K	Sell	185 -3	-2%	-$602	0.02%	238
2022 Q3	$35K	Buy	188 +1	+0.5%	+$202	0.02%	252
2022 Q2	$32K	Buy	187 +5	+3%	+$962	0.01%	264
2022 Q1	$39K	Buy	182 +12	+7%	+$2.76K	0.02%	256
2021 Q4	$48K	Hold	170	–	–	0.02%	213
2021 Q3	$48K	Hold	170	–	–	0.02%	205
2021 Q2	$50K	Hold	170	–	–	0.03%	197
2021 Q1	$47K	Hold	170	–	–	0.03%	184
2020 Q4	$52K	Hold	170	–	–	0.04%	151
2020 Q3	$39K	Hold	170	–	–	0.03%	173
2020 Q2	$41K	Hold	170	–	–	0.03%	181
2020 Q1	$27K	Sell	170 -14	-8%	-$2.57K	0.03%	195
2019 Q4	$34K	Buy	+184	New	+$29.8K	0.03%	193

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