Knowledge Leaders Capital’s Autodesk ADSK Stock Holding History

Knowledge Leaders Capital’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	–	Sell	-3,218	Closed	-$658K	–	66
2023 Q2	$658K	Buy	+3,218	New	+$643K	0.76%	47
2023 Q1	–	Sell	-2,596	Closed	-$485K	–	68
2022 Q4	$485K	Buy	+2,596	New	+$521K	0.64%	74
2015 Q3	–	Sell	-113,177	Closed	-$5.67M	–	32
2015 Q2	$5.67M	Buy	113,177 +1,418	+1%	+$81.1K	2.1%	29
2015 Q1	$6.55M	Buy	+111,759	New	+$6.62M	2.22%	28

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

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Knowledge Leaders Capital's ADSK Position: Q3 2023 in Review

Knowledge Leaders Capital sold out of Autodesk (ADSK) in Q3 2023, closing a stake of 3,218 shares — an estimated $658K sold.

Knowledge Leaders Capital first reported a position in ADSK in Q1 2015 and held it in 4 quarters. The position peaked at $6.55M in Q1 2015. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

Knowledge Leaders Capital reported no remaining Autodesk position as of Q3 2023 after selling out during the quarter.
Knowledge Leaders Capital sold 3,218 Autodesk shares in Q3 2023, an estimated $658K.
Knowledge Leaders Capital first reported a position in Autodesk in Q1 2015 and held it in 4 quarters.
Knowledge Leaders Capital's Autodesk position peaked at $6.55M in Q1 2015.
1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Knowledge Leaders Capital's 13F filing for Q3 2023, filed 7 Nov 2023.