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H.L. Ormond & Company’s Autodesk ADSK Stock Holding History

H.L. Ormond & Company’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
Q3 		$267K Sell
1,432
-113
-7% -$22.8K 0.43% 80
2022
Q2 		$266K Sell
1,545
-121
-7% -$23.3K 0.43% 78
2022
Q1 		$357K Sell
1,666
-80
-5% -$18.4K 0.44% 80
2021
Q4 		$421K Buy
+1,746
New +$509K 0.49% 76

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

H.L. Ormond & Company's ADSK Position: Q3 2022 in Review

H.L. Ormond & Company reduced its Autodesk (ADSK) stake by 7.3% in Q3 2022, selling an estimated $22.8K and leaving 1,432 shares worth $267K. The position accounts for 0.43% of the portfolio, ranked #80.

H.L. Ormond & Company first reported a position in ADSK in Q4 2021 and has held it in 4 quarters since. The position peaked at $421K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

  • H.L. Ormond & Company held 1,432 shares of Autodesk worth $267K as of Q3 2022.
  • H.L. Ormond & Company sold 113 Autodesk shares in Q3 2022, an estimated $22.8K.
  • Autodesk made up 0.43% of H.L. Ormond & Company's portfolio in Q3 2022, its #80 holding.
  • H.L. Ormond & Company first reported a position in Autodesk in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Autodesk position peaked at $421K in Q4 2021.
  • 1,039 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.