Kaizen Advisory’s Autodesk ADSK Stock Holding History

Kaizen Advisory’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
2018 Q4	$72K	Sell	559 -8	-1%	-$1.08K	0.05%	267
2018 Q3	$89K	Hold	567	–	–	0.05%	247
2018 Q2	$74K	Buy	567 +353	+165%	+$46.8K	0.04%	272
2018 Q1	$27K	Hold	214	–	–	0.03%	280
2017 Q4	$22K	Buy	+214	New	+$25K	0.01%	309

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kaizen Advisory's ADSK Position: Q4 2018 in Review

Kaizen Advisory reduced its Autodesk (ADSK) stake by 1.4% in Q4 2018, selling an estimated $1.08K and leaving 559 shares worth $72K. The position accounts for 0.05% of the portfolio, ranked #267.

Kaizen Advisory first reported a position in ADSK in Q4 2017 and has held it in 5 quarters since. The position peaked at $89K in Q3 2018. 677 funds tracked by Wall St. Rank hold ADSK as of Q4 2018.

Kaizen Advisory held 559 shares of Autodesk worth $72K as of Q4 2018.
Kaizen Advisory sold 8 Autodesk shares in Q4 2018, an estimated $1.08K.
Autodesk made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #267 holding.
Kaizen Advisory first reported a position in Autodesk in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Autodesk position peaked at $89K in Q3 2018.
677 funds tracked by Wall St. Rank held Autodesk as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.