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Steward Financial Group’s Autodesk ADSK Stock Holding History

Steward Financial Group’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 		$27K Sell
134
-325
-71% -$68.3K 0.01% 210
2023
Q2 		$93K Sell
459
-6
-1% -$1.2K 0.03% 97
2023
Q1 		$96K Buy
465
+36
+8% +$7.41K 0.03% 62
2022
Q4 		$80K Buy
+429
New +$86.1K 0.04% 59
2022
Q3 		– Sell
-415
Closed -$71K – 75
2022
Q2 		$71K Buy
415
+8
+2% +$1.54K 0.06% 62
2022
Q1 		$87K Buy
407
+7
+2% +$1.61K 0.08% 53
2021
Q4 		$112K Buy
+400
New +$117K 0.1% 43

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.37T AUM 24.88% 1-Year Est. Return

Steward Financial Group's ADSK Position: Q3 2023 in Review

Steward Financial Group reduced its Autodesk (ADSK) stake by 71% in Q3 2023, selling an estimated $68.3K and leaving 134 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #210.

Steward Financial Group first reported a position in ADSK in Q4 2021 and has held it in 7 quarters since. The position peaked at $112K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Steward Financial Group held 134 shares of Autodesk worth $27K as of Q3 2023.
  • Steward Financial Group sold 325 Autodesk shares in Q3 2023, an estimated $68.3K.
  • Autodesk made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #210 holding.
  • Steward Financial Group first reported a position in Autodesk in Q4 2021 and has held it in 7 quarters since.
  • Steward Financial Group's Autodesk position peaked at $112K in Q4 2021.
  • 1,075 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.