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Westwood Holdings Group’s Autodesk ADSK Stock Holding History

Westwood Holdings 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
Q1 		– Sell
-8,406
Closed -$1.57M – 490
2022
Q4 		$1.57M Sell
8,406
-1,192
-12% -$239K 0.01% 320
2022
Q3 		$1.79M Sell
9,598
-7,980
-45% -$1.61M 0.02% 273
2022
Q2 		$3.02M Sell
17,578
-110
-0.6% -$21.2K 0.03% 261
2022
Q1 		$3.79M Sell
17,688
-1,892
-10% -$436K 0.04% 260
2021
Q4 		$5.51M Buy
19,580
+8,070
+70% +$2.35M 0.05% 233
2021
Q3 		$3.28M Sell
11,510
-2,680
-19% -$820K 0.04% 261
2021
Q2 		$4.14M Sell
14,190
-5,381
-27% -$1.54M 0.04% 247
2021
Q1 		$5.42M Sell
19,571
-2,056
-10% -$593K 0.05% 242
2020
Q4 		$6.6M Sell
21,627
-885
-4% -$233K 0.08% 215
2020
Q3 		$5.2M Sell
22,512
-1,249
-5% -$297K 0.07% 234
2020
Q2 		$5.68M Buy
23,761
+2,619
+12% +$515K 0.08% 231
2020
Q1 		$3.3M Sell
21,142
-1,892
-8% -$347K 0.05% 248
2019
Q4 		$4.23M Sell
23,034
-472
-2% -$76.5K 0.05% 260
2019
Q3 		$3.47M Buy
23,506
+367
+2% +$57.1K 0.04% 272
2019
Q2 		$3.77M Sell
23,139
-2,777
-11% -$467K 0.04% 271
2019
Q1 		$4.04M Buy
25,916
+16,375
+172% +$2.45M 0.04% 223
2018
Q4 		$1.23M Sell
9,541
-17,250
-64% -$2.33M 0.01% 284
2018
Q3 		$4.18M Sell
26,791
-3,154
-11% -$445K 0.04% 234
2018
Q2 		$3.92M Sell
29,945
-874
-3% -$116K 0.03% 237
2018
Q1 		$3.87M Buy
+30,819
New +$3.67M 0.03% 243

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
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
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

Westwood Holdings Group's ADSK Position: Q1 2023 in Review

Westwood Holdings Group sold out of Autodesk (ADSK) in Q1 2023, closing a stake of 8,406 shares — an estimated $1.57M sold.

Westwood Holdings Group first reported a position in ADSK in Q1 2018 and held it in 20 quarters. The position peaked at $6.6M in Q4 2020. 1,090 funds tracked by Wall St. Rank hold ADSK as of Q1 2023.

  • Westwood Holdings Group reported no remaining Autodesk position as of Q1 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 8,406 Autodesk shares in Q1 2023, an estimated $1.57M.
  • Westwood Holdings Group first reported a position in Autodesk in Q1 2018 and held it in 20 quarters.
  • Westwood Holdings Group's Autodesk position peaked at $6.6M in Q4 2020.
  • 1,090 funds tracked by Wall St. Rank held Autodesk as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.