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ADSK icon

Surevest’s Autodesk ADSK Stock Holding History

Surevest’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
2020
Q1 		– Sell
-5,200
Closed -$1K – 98
2019
Q4 		$1K Hold
5,200
– – ﹤0.01% 146
2019
Q3 		$18K Hold
5,200
– – 0.01% 133
2019
Q2 		$19K Hold
5,200
– – 0.01% 134
2019
Q1 		$33K Hold
5,200
– – 0.02% 120
2018
Q4 		$11K Buy
+5,200
New +$702K 0.01% 137

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
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
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
Brown Advisory
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's ADSK Position: Q3 2022 in Review

Surevest held its Autodesk (ADSK) position steady in Q3 2022 at 3,779 shares worth $706K. The position accounts for 0.19% of the portfolio, ranked #107.

Surevest first reported a position in ADSK in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.15M in Q4 2020. 1,039 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

  • Surevest held 3,779 shares of Autodesk worth $706K as of Q3 2022.
  • Surevest left its Autodesk share count unchanged in Q3 2022.
  • Autodesk made up 0.19% of Surevest's portfolio in Q3 2022, its #107 holding.
  • Surevest first reported a position in Autodesk in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Autodesk position peaked at $1.15M in Q4 2020.
  • 1,039 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.