Ferris Capital’s Autodesk ADSK Stock Holding History

Ferris Capital’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 Q1	$1.24M	Buy	5,762 +2,489	+76%	+$573K	0.28%	77
2021 Q4	$920K	Buy	3,273 +1,000	+44%	+$291K	0.2%	100
2021 Q3	$739K	Buy	+2,273	New	+$696K	0.16%	117
2021 Q2	–	Sell	-959	Closed	-$266K	–	50
2021 Q1	$266K	Hold	959	–	–	0.07%	170
2020 Q4	$293K	Sell	959 -27	-3%	-$7.12K	0.08%	157
2020 Q3	$228K	Buy	986 +11	+1%	+$2.61K	0.07%	158
2020 Q2	$233K	Buy	+975	New	+$192K	0.08%	151
2019 Q2	–	Sell	-793	Closed	-$124K	–	175
2019 Q1	$124K	Hold	793	–	–	0.05%	198
2018 Q4	$102K	Hold	793	–	–	0.05%	200
2018 Q3	$124K	Sell	793 -54	-6%	-$7.63K	0.05%	192
2018 Q2	$111K	Sell	847 -54	-6%	-$7.15K	0.05%	195
2018 Q1	$113K	Buy	+901	New	+$107K	0.05%	210
2017 Q3	–	Sell	-848	Closed	-$85K	–	154
2017 Q2	$85K	Buy	+848	New	+$83.9K	0.04%	205

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Ferris Capital's ADSK Position: Q1 2022 in Review

Ferris Capital increased its Autodesk (ADSK) stake by 76% in Q1 2022, buying an estimated $573K and bringing the position to 5,762 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #77.

Ferris Capital first reported a position in ADSK in Q2 2017 and has held it in 13 quarters since. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

Ferris Capital held 5,762 shares of Autodesk worth $1.24M as of Q1 2022.
Ferris Capital bought 2,489 Autodesk shares in Q1 2022, an estimated $573K.
Autodesk made up 0.28% of Ferris Capital's portfolio in Q1 2022, its #77 holding.
Ferris Capital first reported a position in Autodesk in Q2 2017 and has held it in 13 quarters since.
1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.