Lee, Danner & Bass’s Autodesk ADSK Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-15	Closed	-$4.43K	–	230
2024 Q4	$4.43K	Buy	+15	New	+$4.43K	﹤0.01%	606

Other funds holding ADSK

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Lee, Danner & Bass's ADSK Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Autodesk (ADSK) in Q1 2025, closing a stake of 15 shares — an estimated $4.43K sold.

Lee, Danner & Bass first reported a position in ADSK in Q4 2024 and held it in 1 quarter. The position peaked at $4.43K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

Lee, Danner & Bass reported no remaining Autodesk position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 15 Autodesk shares in Q1 2025, an estimated $4.43K.
Lee, Danner & Bass first reported a position in Autodesk in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Autodesk position peaked at $4.43K in Q4 2024.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.