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Steel Grove Capital Advisors’s Autodesk ADSK Stock Holding History

Steel Grove Capital 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
2019
Q1 		– Sell
-7,735
Closed -$995K – 122
2018
Q4 		$995K Hold
7,735
– – 0.14% 139
2018
Q3 		$1.21M Buy
+7,735
New +$1.09M 0.17% 115

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Steel Grove Capital Advisors's ADSK Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of Autodesk (ADSK) in Q1 2019, closing a stake of 7,735 shares — an estimated $995K sold.

Steel Grove Capital Advisors first reported a position in ADSK in Q3 2018 and held it in 2 quarters. The position peaked at $1.21M in Q3 2018. 730 funds tracked by Wall St. Rank hold ADSK as of Q1 2019.

  • Steel Grove Capital Advisors reported no remaining Autodesk position as of Q1 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 7,735 Autodesk shares in Q1 2019, an estimated $995K.
  • Steel Grove Capital Advisors first reported a position in Autodesk in Q3 2018 and held it in 2 quarters.
  • Steel Grove Capital Advisors's Autodesk position peaked at $1.21M in Q3 2018.
  • 730 funds tracked by Wall St. Rank held Autodesk as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.