LGL Partners’s Autodesk ADSK Stock Holding History

LGL Partners’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
2022 Q4	–	Sell	-1,166	Closed	-$218K	–	96
2022 Q3	$218K	Buy	+1,166	New	+$236K	0.05%	126

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

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

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

LGL Partners's ADSK Position: Q4 2022 in Review

LGL Partners sold out of Autodesk (ADSK) in Q4 2022, closing a stake of 1,166 shares — an estimated $218K sold.

LGL Partners first reported a position in ADSK in Q3 2022 and held it in 1 quarter. The position peaked at $218K in Q3 2022. 1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

LGL Partners reported no remaining Autodesk position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 1,166 Autodesk shares in Q4 2022, an estimated $218K.
LGL Partners first reported a position in Autodesk in Q3 2022 and held it in 1 quarter.
LGL Partners's Autodesk position peaked at $218K in Q3 2022.
1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.