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Orser Capital Management’s Autodesk ADSK Stock Holding History

Orser Capital Management’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
2021
Q1 		– Sell
-2,100
Closed -$641K – 84
2020
Q4 		$641K Buy
+2,100
New +$553K 0.41% 62
2019
Q1 		– Sell
-12,150
Closed -$1.67M – 68
2018
Q4 		$1.67M Hold
12,150
– – 1.93% 21
2018
Q3 		$1.67M Sell
12,150
-400
-3% -$56.5K 1.6% 22
2018
Q2 		$1.72M Buy
12,550
+50
+0.4% +$6.62K 1.5% 25
2018
Q1 		$1.65M Buy
+12,500
New +$1.49M 1.52% 24

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Orser Capital Management's ADSK Position: Q1 2021 in Review

Orser Capital Management sold out of Autodesk (ADSK) in Q1 2021, closing a stake of 2,100 shares — an estimated $641K sold.

Orser Capital Management first reported a position in ADSK in Q1 2018 and held it in 5 quarters. The position peaked at $1.72M in Q2 2018. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q1 2021.

  • Orser Capital Management reported no remaining Autodesk position as of Q1 2021 after selling out during the quarter.
  • Orser Capital Management sold 2,100 Autodesk shares in Q1 2021, an estimated $641K.
  • Orser Capital Management first reported a position in Autodesk in Q1 2018 and held it in 5 quarters.
  • Orser Capital Management's Autodesk position peaked at $1.72M in Q2 2018.
  • 1,026 funds tracked by Wall St. Rank held Autodesk as of Q1 2021.

Based on Orser Capital Management's 13F filing for Q1 2021, filed 10 May 2021.