Everence Capital Management’s Autodesk ADSK Stock Holding History

Everence Capital Management’s Portfolio ADSK Stock Details ADSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$489K	Sell	1,580 -4,510	-74%	-$1.4M	0.03%	383
2025 Q1	$1.59M	Buy	6,090 +1,550	+34%	+$406K	0.11%	167
2024 Q4	$1.34M	Buy	4,540 +1,890	+71%	+$559K	0.09%	184
2024 Q3	$730K	Hold	2,650	–	–	0.05%	307
2024 Q2	$564	Sell	2,650 -3,330	-56%	-$709	0.04%	351
2024 Q1	$1.56K	Hold	5,980	–	–	0.1%	176
2023 Q4	$1.46M	Buy	5,980 +3,330	+126%	+$811K	0.1%	179
2023 Q3	$548	Sell	2,650 -1,346	-34%	-$278	0.04%	357
2023 Q2	$797K	Sell	3,996 -170	-4%	-$33.9K	0.06%	252
2023 Q1	$867	Sell	4,166 -180	-4%	-$37	0.07%	244
2022 Q4	$812	Sell	4,346 -4,790	-52%	-$895	0.07%	245
2022 Q3	$1.71M	Hold	9,136	–	–	0.16%	123
2022 Q2	$1.57M	Buy	9,136 +1,800	+25%	+$310K	0.14%	129
2022 Q1	$1.57M	Buy	7,336 +1,330	+22%	+$285K	0.12%	142
2021 Q4	$1.69M	Buy	6,006 +1,320	+28%	+$371K	0.13%	143
2021 Q3	$1.34M	Sell	4,686 -2,370	-34%	-$676K	0.11%	157
2021 Q2	$2.06M	Hold	7,056	–	–	0.17%	111
2021 Q1	$1.96M	Buy	7,056 +1,110	+19%	+$308K	0.18%	106
2020 Q4	$1.82M	Buy	5,946 +1,320	+29%	+$403K	0.18%	98
2020 Q3	$1.07M	Hold	4,626	–	–	0.12%	148
2020 Q2	$973K	Hold	4,626	–	–	0.11%	156
2020 Q1	$722K	Hold	4,626	–	–	0.1%	170
2019 Q4	$849K	Hold	4,626	–	–	0.13%	167
2019 Q3	$683K	Hold	4,626	–	–	0.11%	195
2019 Q2	$754K	Hold	4,626	–	–	0.12%	170
2019 Q1	$721K	Hold	4,626	–	–	0.13%	179
2018 Q4	$595K	Hold	4,626	–	–	0.14%	180
2018 Q3	$722K	Hold	4,626	–	–	0.14%	174
2018 Q2	$606K	Hold	4,626	–	–	0.13%	194
2018 Q1	$581K	Hold	4,626	–	–	0.13%	195
2017 Q4	$485K	Hold	4,626	–	–	0.11%	222
2017 Q3	$519K	Hold	4,626	–	–	0.12%	220
2017 Q2	$466K	Hold	4,626	–	–	0.11%	224
2017 Q1	$400K	Hold	4,626	–	–	0.11%	237
2016 Q4	$342K	Hold	4,626	–	–	0.1%	244
2016 Q3	$335K	Hold	4,626	–	–	0.1%	233
2016 Q2	$250K	Hold	4,626	–	–	0.08%	270
2016 Q1	$270K	Hold	4,626	–	–	0.08%	254
2015 Q4	$282K	Hold	4,626	–	–	0.09%	236
2015 Q3	$204K	Hold	4,626	–	–	0.07%	277
2015 Q2	$232K	Hold	4,626	–	–	0.08%	272
2015 Q1	$297K	Hold	4,626	–	–	0.1%	231
2014 Q4	$278K	Sell	4,626 -2,660	-37%	-$160K	0.1%	239
2014 Q3	$391K	Hold	7,286	–	–	0.14%	191
2014 Q2	$411K	Hold	7,286	–	–	0.15%	187
2014 Q1	$358K	Hold	7,286	–	–	0.14%	198
2013 Q4	$367K	Sell	7,286 -2,390	-25%	-$120K	0.15%	187
2013 Q3	$398K	Hold	9,676	–	–	0.17%	164
2013 Q2	$328K	Buy	+9,676	New	+$328K	0.15%	176