KI
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Kula Investments’s Autodesk ADSK Stock Holding History

Kula Investments’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 		$425K Sell
2,040
-2,252
-52% -$464K 0.1% 346
2022
Q4 		$802K Buy
+4,292
New +$861K 0.24% 92

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

Kula Investments's ADSK Position: Q1 2023 in Review

Kula Investments reduced its Autodesk (ADSK) stake by 52% in Q1 2023, selling an estimated $464K and leaving 2,040 shares worth $425K. The position accounts for 0.1% of the portfolio, ranked #346.

Kula Investments first reported a position in ADSK in Q4 2022 and has held it in 2 quarters since. The position peaked at $802K in Q4 2022. 1,090 funds tracked by Wall St. Rank hold ADSK as of Q1 2023.

  • Kula Investments held 2,040 shares of Autodesk worth $425K as of Q1 2023.
  • Kula Investments sold 2,252 Autodesk shares in Q1 2023, an estimated $464K.
  • Autodesk made up 0.1% of Kula Investments's portfolio in Q1 2023, its #346 holding.
  • Kula Investments first reported a position in Autodesk in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Autodesk position peaked at $802K in Q4 2022.
  • 1,090 funds tracked by Wall St. Rank held Autodesk as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.