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Telemus Capital’s Autodesk ADSK Stock Holding History

Telemus 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
2023
Q4 		$1.69M Buy
6,959
+956
+16% +$206K 0.14% 119
2023
Q3 		$1.24M Sell
6,003
-100
-2% -$21K 0.12% 135
2023
Q2 		$1.25M Sell
6,103
-551
-8% -$110K 0.11% 143
2023
Q1 		$1.39M Buy
6,654
+177
+3% +$36.4K 0.12% 142
2022
Q4 		$1.21M Buy
6,477
+326
+5% +$65.4K 0.11% 156
2022
Q3 		$1.15M Buy
6,151
+227
+4% +$45.9K 0.12% 148
2022
Q2 		$1.02M Buy
+5,924
New +$1.14M 0.1% 165
2020
Q4 		– Sell
-2,700
Closed -$702K – 376
2020
Q3 		$702K Buy
+2,700
New +$642K 0.05% 248
2018
Q1 		– Sell
-365
Closed -$38K – 406
2017
Q4 		$38K Buy
+365
New +$42.6K ﹤0.01% 434

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

Telemus Capital's ADSK Position: Q4 2023 in Review

Telemus Capital increased its Autodesk (ADSK) stake by 16% in Q4 2023, buying an estimated $206K and bringing the position to 6,959 shares worth $1.69M. The position accounts for 0.14% of the portfolio, ranked #119.

Telemus Capital first reported a position in ADSK in Q4 2017 and has held it in 9 quarters since. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

  • Telemus Capital held 6,959 shares of Autodesk worth $1.69M as of Q4 2023.
  • Telemus Capital bought 956 Autodesk shares in Q4 2023, an estimated $206K.
  • Autodesk made up 0.14% of Telemus Capital's portfolio in Q4 2023, its #119 holding.
  • Telemus Capital first reported a position in Autodesk in Q4 2017 and has held it in 9 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.