Essex Investment Management’s Autodesk ADSK Stock Holding History

Essex Investment 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	–	Sell	-5,084	Closed	-$1.05M	–	316
2023 Q3	$1.05M	Buy	+5,084	New	+$1.07M	0.17%	190
2023 Q1	–	Sell	-53	Closed	-$10K	–	386
2022 Q4	$10K	Hold	53	–	–	﹤0.01%	367
2022 Q3	$10K	Hold	53	–	–	﹤0.01%	369
2022 Q2	$9K	Hold	53	–	–	﹤0.01%	384
2022 Q1	$11K	Hold	53	–	–	﹤0.01%	366
2021 Q4	$15K	Hold	53	–	–	﹤0.01%	375
2021 Q3	$15K	Hold	53	–	–	﹤0.01%	385
2021 Q2	$15K	Hold	53	–	–	﹤0.01%	387
2021 Q1	$15K	Hold	53	–	–	﹤0.01%	409
2020 Q4	$16K	Hold	53	–	–	﹤0.01%	424
2020 Q3	$12K	Hold	53	–	–	﹤0.01%	430
2020 Q2	$13K	Buy	+53	New	+$10.4K	﹤0.01%	381
2014 Q3	–	Sell	-4,000	Closed	-$226K	–	355
2014 Q2	$226K	Buy	+4,000	New	+$203K	0.03%	326

Other funds holding ADSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

Essex Investment Management's ADSK Position: Q4 2023 in Review

Essex Investment Management sold out of Autodesk (ADSK) in Q4 2023, closing a stake of 5,084 shares — an estimated $1.05M sold.

Essex Investment Management first reported a position in ADSK in Q2 2014 and held it in 13 quarters. The position peaked at $1.05M in Q3 2023. 1,162 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

Essex Investment Management reported no remaining Autodesk position as of Q4 2023 after selling out during the quarter.
Essex Investment Management sold 5,084 Autodesk shares in Q4 2023, an estimated $1.05M.
Essex Investment Management first reported a position in Autodesk in Q2 2014 and held it in 13 quarters.
Essex Investment Management's Autodesk position peaked at $1.05M in Q3 2023.
1,162 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.