DY
ADSK icon

Dowling & Yahnke’s Autodesk ADSK Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$1.49M Buy
7,987
+384
+5% +$77.6K 0.07% 199
2022
Q2 		$1.31M Buy
7,603
+1,117
+17% +$215K 0.06% 206
2022
Q1 		$1.39M Buy
6,486
+523
+9% +$120K 0.06% 198
2021
Q4 		$1.68M Sell
5,963
-484
-8% -$141K 0.08% 182
2021
Q3 		$1.84M Buy
6,447
+702
+12% +$215K 0.1% 173
2021
Q2 		$1.68M Buy
5,745
+810
+16% +$231K 0.1% 175
2021
Q1 		$1.37M Buy
4,935
+132
+3% +$38.1K 0.09% 179
2020
Q4 		$1.47M Buy
4,803
+174
+4% +$45.9K 0.1% 171
2020
Q3 		$1.07M Buy
4,629
+255
+6% +$60.6K 0.09% 177
2020
Q2 		$1.05M Buy
4,374
+1,553
+55% +$305K 0.09% 184
2020
Q1 		$440K Buy
2,821
+1,209
+75% +$222K 0.04% 226
2019
Q4 		$296K Buy
+1,612
New +$261K 0.02% 270

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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 $1.88T AUM 44.46% 1-Year Est. Return

Dowling & Yahnke's ADSK Position: Q3 2022 in Review

Dowling & Yahnke increased its Autodesk (ADSK) stake by 5.1% in Q3 2022, buying an estimated $77.6K and bringing the position to 7,987 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #199.

Dowling & Yahnke first reported a position in ADSK in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.84M in Q3 2021. 1,040 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

  • Dowling & Yahnke held 7,987 shares of Autodesk worth $1.49M as of Q3 2022.
  • Dowling & Yahnke bought 384 Autodesk shares in Q3 2022, an estimated $77.6K.
  • Autodesk made up 0.07% of Dowling & Yahnke's portfolio in Q3 2022, its #199 holding.
  • Dowling & Yahnke first reported a position in Autodesk in Q4 2019 and has held it in 12 quarters since.
  • Dowling & Yahnke's Autodesk position peaked at $1.84M in Q3 2021.
  • 1,040 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.