George Kaiser Family Foundation’s Autodesk ADSK Stock Holding History

George Kaiser Family Foundation’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 Q2	–	Sell	-7,935	Closed	-$1.65M	–	45
2023 Q1	$1.65M	Hold	7,935	–	–	0.27%	41
2022 Q4	$1.48M	Buy	7,935 +227	+3%	+$45.6K	0.22%	36
2022 Q3	$1.44M	Hold	7,708	–	–	0.25%	34
2022 Q2	$1.32M	Hold	7,708	–	–	0.24%	42
2022 Q1	$1.65M	Sell	7,708 -28	-0.4%	-$6.45K	0.27%	38
2021 Q4	$2.17M	Hold	7,736	–	–	0.31%	31
2021 Q3	$2.21M	Hold	7,736	–	–	0.36%	30
2021 Q2	$2.26M	Buy	7,736 +566	+8%	+$161K	0.36%	28
2021 Q1	$1.99M	Sell	7,170 -114	-2%	-$32.9K	0.41%	31
2020 Q4	$2.22M	Sell	7,284 -950	-12%	-$250K	0.59%	27
2020 Q3	$1.9M	Buy	+8,234	New	+$1.96M	0.65%	28

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

George Kaiser Family Foundation's ADSK Position: Q2 2023 in Review

George Kaiser Family Foundation sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 7,935 shares — an estimated $1.65M sold.

George Kaiser Family Foundation first reported a position in ADSK in Q3 2020 and held it in 11 quarters. The position peaked at $2.26M in Q2 2021. 1,080 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

George Kaiser Family Foundation reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
George Kaiser Family Foundation sold 7,935 Autodesk shares in Q2 2023, an estimated $1.65M.
George Kaiser Family Foundation first reported a position in Autodesk in Q3 2020 and held it in 11 quarters.
George Kaiser Family Foundation's Autodesk position peaked at $2.26M in Q2 2021.
1,080 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on George Kaiser Family Foundation's 13F filing for Q2 2023, filed 11 Aug 2023.