Epoch Investment Partners’s Autodesk ADSK Stock Holding History

Epoch Investment Partners’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
2025 Q1	–	Sell	-75,828	Closed	-$22.4M	–	279
2024 Q4	$22.4M	Sell	75,828 -8,120	-10%	-$2.4M	0.11%	181
2024 Q3	$23.1M	Sell	83,948 -28,797	-26%	-$7.25M	0.1%	186
2024 Q2	$27.9M	Sell	112,745 -1,670	-1%	-$375K	0.13%	189
2024 Q1	$29.8M	Sell	114,415 -1,473	-1%	-$373K	0.13%	196
2023 Q4	$28.2M	Buy	115,888 +81,051	+233%	+$17.5M	0.13%	201
2023 Q3	$7.21M	Sell	34,837 -8,768	-20%	-$1.84M	0.05%	276
2023 Q2	$8.92M	Sell	43,605 -1,782	-4%	-$356K	0.05%	276
2023 Q1	$9.45M	Sell	45,387 -6,453	-12%	-$1.33M	0.06%	276
2022 Q4	$9.69M	Buy	51,840 +8,260	+19%	+$1.66M	0.06%	272
2022 Q3	$8.14M	Buy	43,580 +1,008	+2%	+$204K	0.05%	275
2022 Q2	$7.32M	Buy	42,572 +38,459	+935%	+$7.4M	0.04%	289
2022 Q1	$882K	Buy	4,113 +1,965	+91%	+$453K	﹤0.01%	374
2021 Q4	$604K	Buy	+2,148	New	+$626K	﹤0.01%	322
2015 Q4	–	Sell	-69,817	Closed	-$3.08M	–	288
2015 Q3	$3.08M	Buy	+69,817	New	+$3.5M	0.01%	203

Other funds holding ADSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ninety One (UK)

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

Geode Capital Management

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

Fidelity Investments

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return