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Seneca House Advisors’s Autodesk ADSK Stock Holding History

Seneca House Advisors’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
-17,771
Closed -$3.64M – 77
2023
Q2 		$3.64M Buy
17,771
+885
+5% +$177K 1.81% 24
2023
Q1 		$3.51M Sell
16,886
-544
-3% -$112K 1.82% 22
2022
Q4 		$3.26M Buy
17,430
+4,007
+30% +$804K 1.8% 23
2022
Q3 		$2.51M Buy
13,423
+172
+1% +$34.8K 1.86% 17
2022
Q2 		$2.28M Buy
13,251
+283
+2% +$54.4K 1.49% 23
2022
Q1 		$2.78M Buy
12,968
+4,366
+51% +$1.01M 1.47% 20
2021
Q4 		$2.42M Buy
8,602
+1,625
+23% +$474K 1.28% 21
2021
Q3 		$1.99M Buy
6,977
+5,147
+281% +$1.58M 1.2% 23
2021
Q2 		$534K Buy
+1,830
New +$522K 0.35% 44

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Seneca House Advisors's ADSK Position: Q3 2023 in Review

Seneca House Advisors sold out of Autodesk (ADSK) in Q3 2023, closing a stake of 17,771 shares — an estimated $3.64M sold.

Seneca House Advisors first reported a position in ADSK in Q2 2021 and held it in 9 quarters. The position peaked at $3.64M in Q2 2023. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Seneca House Advisors reported no remaining Autodesk position as of Q3 2023 after selling out during the quarter.
  • Seneca House Advisors sold 17,771 Autodesk shares in Q3 2023, an estimated $3.64M.
  • Seneca House Advisors first reported a position in Autodesk in Q2 2021 and held it in 9 quarters.
  • Seneca House Advisors's Autodesk position peaked at $3.64M in Q2 2023.
  • 1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Seneca House Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.