McDonald Partners’s Autodesk ADSK Stock Holding History

McDonald 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
2024 Q3	–	Sell	-2,065	Closed	-$511K	–	240
2024 Q2	$511K	Hold	2,065	–	–	0.14%	161
2024 Q1	$538K	Hold	2,065	–	–	0.15%	160
2023 Q4	$503K	Hold	2,065	–	–	0.15%	165
2023 Q3	$427K	Sell	2,065 -118	-5%	-$24.8K	0.14%	164
2023 Q2	$447K	Sell	2,183 -10	-0.5%	-$2K	0.14%	161
2023 Q1	$456K	Hold	2,193	–	–	0.15%	156
2022 Q4	$410K	Hold	2,193	–	–	0.14%	155
2022 Q3	$410K	Sell	2,193 -150	-6%	-$30.3K	0.16%	154
2022 Q2	$403K	Hold	2,343	–	–	0.1%	199
2022 Q1	$502K	Buy	+2,343	New	+$540K	0.11%	197
2021 Q4	–	Sell	-2,588	Closed	-$738K	–	552
2021 Q3	$738K	Hold	2,588	–	–	0.17%	152
2021 Q2	$755K	Hold	2,588	–	–	0.18%	142
2021 Q1	$717K	Sell	2,588 -2	-0.1%	-$577	0.18%	141
2020 Q4	$791K	Buy	+2,590	New	+$683K	0.22%	124

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

McDonald Partners's ADSK Position: Q3 2024 in Review

McDonald Partners sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 2,065 shares — an estimated $511K sold.

McDonald Partners first reported a position in ADSK in Q4 2020 and held it in 14 quarters. The position peaked at $791K in Q4 2020. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

McDonald Partners reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
McDonald Partners sold 2,065 Autodesk shares in Q3 2024, an estimated $511K.
McDonald Partners first reported a position in Autodesk in Q4 2020 and held it in 14 quarters.
McDonald Partners's Autodesk position peaked at $791K in Q4 2020.
1,195 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on McDonald Partners's 13F filing for Q3 2024, filed 15 Oct 2024.