ZCM
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Ziegler Capital Management’s Autodesk ADSK Stock Holding History

Ziegler Capital 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
2024
Q1 		$22.7M Buy
87,134
+1,129
+1% +$286K 0.87% 17
2023
Q4 		$20.9M Buy
86,005
+1,044
+1% +$225K 0.95% 22
2023
Q3 		$17.6M Buy
84,961
+14,765
+21% +$3.1M 0.7% 22
2023
Q2 		$14.4M Buy
70,196
+34,148
+95% +$6.83M 0.55% 33
2023
Q1 		$7.5M Buy
36,048
+4,982
+16% +$1.03M 0.3% 128
2022
Q4 		$5.81M Buy
+31,066
New +$6.23M 0.24% 148
2022
Q1 		– Sell
-14,584
Closed -$4.1M – 368
2021
Q4 		$4.1M Sell
14,584
-1,262
-8% -$368K 0.15% 185
2021
Q3 		$4.53M Buy
15,846
+13,435
+557% +$4.11M 0.16% 181
2021
Q2 		$4.91M Sell
2,411
-14,279
-86% -$4.07M 0.16% 191
2021
Q1 		$4.63M Buy
16,690
+161
+1% +$46.4K 0.15% 201
2020
Q4 		$5.05M Sell
16,529
-257
-2% -$67.7K 0.17% 189
2020
Q3 		$3.88M Sell
16,786
-57,822
-78% -$13.7M 0.15% 203
2020
Q2 		$17.8M Sell
74,608
-42,008
-36% -$8.26M 0.57% 38
2020
Q1 		$22.2M Buy
+116,616
New +$21.4M 0.59% 41
2013
Q3 		$2.37M Buy
57,500
+900
+2% +$33.2K 0.21% 144
2013
Q2 		$1.92M Buy
+56,600
New +$2.11M 0.21% 151

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ziegler Capital Management's ADSK Position: Q1 2024 in Review

Ziegler Capital Management increased its Autodesk (ADSK) stake by 1.3% in Q1 2024, buying an estimated $286K and bringing the position to 87,134 shares worth $22.7M. The position accounts for 0.87% of the portfolio, ranked #17.

Ziegler Capital Management first reported a position in ADSK in Q2 2013 and has held it in 16 quarters since. 1,203 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Ziegler Capital Management held 87,134 shares of Autodesk worth $22.7M as of Q1 2024.
  • Ziegler Capital Management bought 1,129 Autodesk shares in Q1 2024, an estimated $286K.
  • Autodesk made up 0.87% of Ziegler Capital Management's portfolio in Q1 2024, its #17 holding.
  • Ziegler Capital Management first reported a position in Autodesk in Q2 2013 and has held it in 16 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.