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Newman & Schimel’s Autodesk ADSK Stock Holding History

Newman & Schimel’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 		$224K Buy
+1,200
New +$241K 0.1% 49

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
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

Newman & Schimel's ADSK Position: Q4 2022 in Review

Newman & Schimel opened a new position in Autodesk (ADSK) in Q4 2022: 1,200 shares worth $224K. The stake represents 0.1% of the portfolio and ranks #49 among its holdings.

1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • Newman & Schimel held 1,200 shares of Autodesk worth $224K as of Q4 2022.
  • Autodesk was a new Newman & Schimel position in Q4 2022.
  • Autodesk made up 0.1% of Newman & Schimel's portfolio in Q4 2022, its #49 holding.
  • 1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.