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ADSK icon

Gofen & Glossberg’s Autodesk ADSK Stock Holding History

Gofen & Glossberg’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
Q4 		$209K Sell
1,119
-266
-19% -$53.4K 0.01% 518
2022
Q3 		$259K Buy
1,385
+43
+3% +$8.69K 0.01% 441
2022
Q2 		$231K Buy
1,342
+406
+43% +$78.1K 0.01% 471
2022
Q1 		$201K Buy
+936
New +$216K ﹤0.01% 554
2019
Q2 		– Sell
-2,585
Closed -$403K – 449
2019
Q1 		$403K Hold
2,585
– – 0.01% 308
2018
Q4 		$332K Sell
2,585
-78
-3% -$10.5K 0.01% 317
2018
Q3 		$416K Buy
2,663
+1
+0% +$141 0.01% 310
2018
Q2 		$349K Hold
2,662
– – 0.01% 330
2018
Q1 		$334K Hold
2,662
– – 0.01% 347
2017
Q4 		$279K Hold
2,662
– – 0.01% 398
2017
Q3 		$299K Hold
2,662
– – 0.01% 380
2017
Q2 		$268K Hold
2,662
– – 0.01% 393
2017
Q1 		$230K Sell
2,662
-100
-4% -$8.37K 0.01% 411
2016
Q4 		$204K Buy
+2,762
New +$203K 0.01% 419
2014
Q2 		– Sell
-2,650
Closed -$139K – 452
2014
Q1 		$139K Sell
2,650
-100
-4% -$5.18K 0.01% 453
2013
Q4 		$138K Buy
+2,750
New +$120K 0.01% 449

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gofen & Glossberg's ADSK Position: Q4 2022 in Review

Gofen & Glossberg reduced its Autodesk (ADSK) stake by 19% in Q4 2022, selling an estimated $53.4K and leaving 1,119 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #518.

Gofen & Glossberg first reported a position in ADSK in Q4 2013 and has held it in 16 quarters since. The position peaked at $416K in Q3 2018. 1,093 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • Gofen & Glossberg held 1,119 shares of Autodesk worth $209K as of Q4 2022.
  • Gofen & Glossberg sold 266 Autodesk shares in Q4 2022, an estimated $53.4K.
  • Autodesk made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #518 holding.
  • Gofen & Glossberg first reported a position in Autodesk in Q4 2013 and has held it in 16 quarters since.
  • Gofen & Glossberg's Autodesk position peaked at $416K in Q3 2018.
  • 1,093 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.