LGA
ADSK icon

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 $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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