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Underhill Investment Management’s Autodesk ADSK Stock Holding History

Underhill Investment Management’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
2017
Q4 		– Sell
-5,540
Closed -$622K – 25
2017
Q3 		$622K Hold
5,540
– – 0.34% 18
2017
Q2 		$559K Buy
+5,540
New +$548K 0.35% 17

Other funds holding ADSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Underhill Investment Management's ADSK Position: Q4 2017 in Review

Underhill Investment Management sold out of Autodesk (ADSK) in Q4 2017, closing a stake of 5,540 shares — an estimated $622K sold.

Underhill Investment Management first reported a position in ADSK in Q2 2017 and held it in 2 quarters. The position peaked at $622K in Q3 2017. 603 funds tracked by Wall St. Rank hold ADSK as of Q4 2017.

  • Underhill Investment Management reported no remaining Autodesk position as of Q4 2017 after selling out during the quarter.
  • Underhill Investment Management sold 5,540 Autodesk shares in Q4 2017, an estimated $622K.
  • Underhill Investment Management first reported a position in Autodesk in Q2 2017 and held it in 2 quarters.
  • Underhill Investment Management's Autodesk position peaked at $622K in Q3 2017.
  • 603 funds tracked by Wall St. Rank held Autodesk as of Q4 2017.

Based on Underhill Investment Management's 13F filing for Q4 2017, filed 25 Jan 2018.