JMF
ADSK icon

Johnson Midwest Financial’s Autodesk ADSK Stock Holding History

Johnson Midwest Financial’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
Q3 		$9.93K Hold
48
– – 0.02% 207
2023
Q2 		$9.82K Hold
48
– – 0.01% 208
2023
Q1 		$9.99K Hold
48
– – 0.01% 202
2022
Q4 		$9K Buy
+48
New +$9.63K 0.03% 200

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Johnson Midwest Financial's ADSK Position: Q3 2023 in Review

Johnson Midwest Financial held its Autodesk (ADSK) position steady in Q3 2023 at 48 shares worth $9.93K. The position accounts for 0.02% of the portfolio, ranked #207.

Johnson Midwest Financial first reported a position in ADSK in Q4 2022 and has held it in 4 quarters since. The position peaked at $9.99K in Q1 2023. 1,075 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Johnson Midwest Financial held 48 shares of Autodesk worth $9.93K as of Q3 2023.
  • Johnson Midwest Financial left its Autodesk share count unchanged in Q3 2023.
  • Autodesk made up 0.02% of Johnson Midwest Financial's portfolio in Q3 2023, its #207 holding.
  • Johnson Midwest Financial first reported a position in Autodesk in Q4 2022 and has held it in 4 quarters since.
  • Johnson Midwest Financial's Autodesk position peaked at $9.99K in Q1 2023.
  • 1,075 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.