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Lebenthal Global Advisors’s Autodesk ADSK Stock Holding History

Lebenthal Global Advisors’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
2024
Q2 		– Sell
-2,037
Closed -$530K – 180
2024
Q1 		$530K Buy
2,037
+230
+13% +$58.2K 0.12% 108
2023
Q4 		$440K Buy
+1,807
New +$390K 0.1% 124
2023
Q1 		– Sell
-2,184
Closed -$408K – 113
2022
Q4 		$408K Buy
2,184
+143
+7% +$28.7K 0.13% 84
2022
Q3 		$381K Buy
2,041
+19
+0.9% +$3.84K 0.17% 75
2022
Q2 		$347K Buy
2,022
+71
+4% +$13.7K 0.17% 94
2022
Q1 		$418K Buy
1,951
+542
+38% +$125K 0.18% 94
2021
Q4 		$396K Buy
+1,409
New +$411K 0.16% 102

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Lebenthal Global Advisors's ADSK Position: Q2 2024 in Review

Lebenthal Global Advisors sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 2,037 shares — an estimated $530K sold.

Lebenthal Global Advisors first reported a position in ADSK in Q4 2021 and held it in 7 quarters. The position peaked at $530K in Q1 2024. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Lebenthal Global Advisors reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,037 Autodesk shares in Q2 2024, an estimated $530K.
  • Lebenthal Global Advisors first reported a position in Autodesk in Q4 2021 and held it in 7 quarters.
  • Lebenthal Global Advisors's Autodesk position peaked at $530K in Q1 2024.
  • 1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Lebenthal Global Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.