Isthmus Partners’s Autodesk ADSK Stock Holding History

Isthmus Partners’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
2021 Q3	–	Sell	-32	Closed	-$9K	–	156
2021 Q2	$9K	Buy	+32	New	+$9.13K	﹤0.01%	239
2018 Q4	–	Sell	-32	Closed	-$5K	–	137
2018 Q3	$5K	Hold	32	–	–	﹤0.01%	265
2018 Q2	$4K	Hold	32	–	–	﹤0.01%	253
2018 Q1	$4K	Sell	32 -304	-90%	-$36.2K	﹤0.01%	251
2017 Q4	$35K	Hold	336	–	–	0.01%	191
2017 Q3	$38K	Hold	336	–	–	0.01%	190
2017 Q2	$34K	Hold	336	–	–	0.01%	199
2017 Q1	$29K	Hold	336	–	–	0.01%	206
2016 Q4	$25K	Hold	336	–	–	0.01%	212
2016 Q3	$24K	Hold	336	–	–	0.01%	205
2016 Q2	$18K	Hold	336	–	–	0.01%	208
2016 Q1	$20K	Sell	336 -32	-9%	-$1.67K	0.01%	206
2015 Q4	$22K	Hold	368	–	–	0.01%	208
2015 Q3	$16K	Hold	368	–	–	0.01%	226
2015 Q2	$18K	Hold	368	–	–	0.01%	221
2015 Q1	$22K	Hold	368	–	–	0.01%	208
2014 Q4	$22K	Buy	+368	New	+$21.3K	0.01%	217

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Isthmus Partners's ADSK Position: Q3 2021 in Review

Isthmus Partners sold out of Autodesk (ADSK) in Q3 2021, closing a stake of 32 shares — an estimated $9K sold.

Isthmus Partners first reported a position in ADSK in Q4 2014 and held it in 17 quarters. The position peaked at $38K in Q3 2017. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

Isthmus Partners reported no remaining Autodesk position as of Q3 2021 after selling out during the quarter.
Isthmus Partners sold 32 Autodesk shares in Q3 2021, an estimated $9K.
Isthmus Partners first reported a position in Autodesk in Q4 2014 and held it in 17 quarters.
Isthmus Partners's Autodesk position peaked at $38K in Q3 2017.
1,024 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Isthmus Partners's 13F filing for Q3 2021, filed 10 Nov 2021.