Sage Rhino Capital’s Autodesk ADSK Stock Holding History

Sage Rhino Capital’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 Q2	–	Sell	-1,163	Closed	-$249K	–	204
2022 Q1	$249K	Buy	1,163 +15	+1%	+$3.46K	0.08%	184
2021 Q4	$323K	Buy	1,148 +6	+0.5%	+$1.75K	0.09%	155
2021 Q3	$326K	Buy	1,142 +17	+2%	+$5.2K	0.1%	145
2021 Q2	$328K	Sell	1,125 -5	-0.4%	-$1.43K	0.1%	143
2021 Q1	$313K	Hold	1,130	–	–	0.1%	135
2020 Q4	$345K	Sell	1,130 -1	-0.1%	-$264	0.14%	114
2020 Q3	$261K	Hold	1,131	–	–	0.13%	127
2020 Q2	$271K	Sell	1,131 -238	-17%	-$46.8K	0.14%	120
2020 Q1	$214K	Sell	1,369 -21	-2%	-$3.85K	0.15%	117
2019 Q4	$267K	Sell	1,390 -5	-0.4%	-$810	0.15%	117
2019 Q3	$206K	Sell	1,395 -46	-3%	-$7.16K	0.13%	130
2019 Q2	$235K	Hold	1,441	–	–	0.15%	115
2019 Q1	$225K	Buy	+1,441	New	+$215K	0.15%	112

Other funds holding ADSK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments

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

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

Norges Bank Oslo, Norway $935B AUM