Psagot Value Holdings’s Autodesk ADSK Stock Holding History

Psagot Value Holdings’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
2023 Q3	–	Sell	-12	Closed	-$2K	–	503
2023 Q2	$2K	Buy	+12	New	+$2.4K	﹤0.01%	426
2023 Q1	–	Sell	-330	Closed	-$62K	–	491
2022 Q4	$62K	Hold	330	–	–	0.02%	259
2022 Q3	$62K	Buy	330 +220	+200%	+$44.5K	0.02%	250
2022 Q2	$19K	Buy	+110	New	+$21.2K	﹤0.01%	256

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 $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Psagot Value Holdings's ADSK Position: Q3 2023 in Review

Psagot Value Holdings sold out of Autodesk (ADSK) in Q3 2023, closing a stake of 12 shares — an estimated $2K sold.

Psagot Value Holdings first reported a position in ADSK in Q2 2022 and held it in 4 quarters. The position peaked at $62K in Q4 2022. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

Psagot Value Holdings reported no remaining Autodesk position as of Q3 2023 after selling out during the quarter.
Psagot Value Holdings sold 12 Autodesk shares in Q3 2023, an estimated $2K.
Psagot Value Holdings first reported a position in Autodesk in Q2 2022 and held it in 4 quarters.
Psagot Value Holdings's Autodesk position peaked at $62K in Q4 2022.
1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.