JIR
ADSK icon

James Investment Research’s Autodesk ADSK Stock Holding History

James Investment Research’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 		– Sell
-8,721
Closed -$1.63M – 574
2022
Q4 		$1.63M Sell
8,721
-112
-1% -$22.5K 0.23% 106
2022
Q3 		$1.65M Buy
8,833
+483
+6% +$97.6K 0.24% 102
2022
Q2 		$1.44M Buy
+8,350
New +$1.61M 0.19% 113

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

James Investment Research's ADSK Position: Q1 2023 in Review

James Investment Research sold out of Autodesk (ADSK) in Q1 2023, closing a stake of 8,721 shares — an estimated $1.63M sold.

James Investment Research first reported a position in ADSK in Q2 2022 and held it in 3 quarters. The position peaked at $1.65M in Q3 2022. 1,090 funds tracked by Wall St. Rank hold ADSK as of Q1 2023.

  • James Investment Research reported no remaining Autodesk position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 8,721 Autodesk shares in Q1 2023, an estimated $1.63M.
  • James Investment Research first reported a position in Autodesk in Q2 2022 and held it in 3 quarters.
  • James Investment Research's Autodesk position peaked at $1.65M in Q3 2022.
  • 1,090 funds tracked by Wall St. Rank held Autodesk as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.