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Harfst & Associates’s Autodesk ADSK Stock Holding History

Harfst & Associates’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 		– Sell
-1,987
Closed -$341K – 101
2022
Q2 		$341K Sell
1,987
-1,414
-42% -$272K 0.1% 101
2022
Q1 		$729K Buy
3,401
+510
+18% +$117K 0.17% 86
2021
Q4 		$812K Buy
2,891
+9
+0.3% +$2.62K 0.21% 79
2021
Q3 		$821K Buy
2,882
+4
+0.1% +$1.22K 0.23% 76
2021
Q2 		$840K Sell
2,878
-282
-9% -$80.4K 0.24% 76
2021
Q1 		$875K Buy
3,160
+1,378
+77% +$397K 0.26% 73
2020
Q4 		$544K Buy
1,782
+32
+2% +$8.43K 0.2% 84
2020
Q3 		$404K Buy
1,750
+44
+3% +$10.5K 0.17% 82
2020
Q2 		$408K Sell
1,706
-117
-6% -$23K 0.18% 73
2020
Q1 		$284K Buy
1,823
+8
+0.4% +$1.47K 0.14% 79
2019
Q4 		$332K Sell
1,815
-39
-2% -$6.32K 0.13% 79
2019
Q3 		$273K Buy
1,854
+85
+5% +$13.2K 0.11% 81
2019
Q2 		$288K Hold
1,769
– – 0.12% 80
2019
Q1 		$275K Buy
1,769
+60
+4% +$8.97K 0.12% 83
2018
Q4 		$219K Buy
1,709
+36
+2% +$4.86K 0.1% 83
2018
Q3 		$261K Buy
1,673
+51
+3% +$7.2K 0.11% 74
2018
Q2 		$212K Buy
+1,622
New +$215K 0.09% 78
2017
Q3 		– Sell
-1,496
Closed -$150K – 86
2017
Q2 		$150K Buy
+1,496
New +$148K 0.06% 94

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 $11.6B AUM 8.03% 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

Harfst & Associates's ADSK Position: Q3 2022 in Review

Harfst & Associates sold out of Autodesk (ADSK) in Q3 2022, closing a stake of 1,987 shares — an estimated $341K sold.

Harfst & Associates first reported a position in ADSK in Q2 2017 and held it in 18 quarters. The position peaked at $875K in Q1 2021. 1,040 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

  • Harfst & Associates reported no remaining Autodesk position as of Q3 2022 after selling out during the quarter.
  • Harfst & Associates sold 1,987 Autodesk shares in Q3 2022, an estimated $341K.
  • Harfst & Associates first reported a position in Autodesk in Q2 2017 and held it in 18 quarters.
  • Harfst & Associates's Autodesk position peaked at $875K in Q1 2021.
  • 1,040 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on Harfst & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.