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HighTower Trust’s Autodesk ADSK Stock Holding History

HighTower Trust’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
Q1 		$210K Buy
+1,081
New +$223K 0.02% 209
2022
Q2 		– Sell
-1,141
Closed -$245K – 228
2022
Q1 		$245K Buy
1,141
+358
+46% +$82.5K 0.02% 208
2021
Q4 		$220K Buy
+783
New +$228K 0.02% 214

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

HighTower Trust's ADSK Position: Q1 2023 in Review

HighTower Trust opened a new position in Autodesk (ADSK) in Q1 2023: 1,081 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #209 among its holdings. This is a return to the name: HighTower Trust previously reported a position in ADSK as recently as Q1 2022.

HighTower Trust first reported a position in ADSK in Q4 2021 and has held it in 3 quarters since. The position peaked at $245K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold ADSK as of Q1 2023.

  • HighTower Trust held 1,081 shares of Autodesk worth $210K as of Q1 2023.
  • Autodesk was a new HighTower Trust position in Q1 2023.
  • Autodesk made up 0.02% of HighTower Trust's portfolio in Q1 2023, its #209 holding.
  • HighTower Trust first reported a position in Autodesk in Q4 2021 and has held it in 3 quarters since.
  • HighTower Trust's Autodesk position peaked at $245K in Q1 2022.
  • 1,090 funds tracked by Wall St. Rank held Autodesk as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.