Number of Shares
47,560.00
Current Holdings Value*
$13.04 Mil
% of Portfolio
1.11%
Total Estimate Gain
$568,305.85
% of Total Estimate Gain
2.71%

Disciplined U.S. Growth Equity Portfolio's Autodesk Inc Holding Summary

As of 2025-04-30, Disciplined U.S. Growth Equity Portfolio held 47,560.00 shares of Autodesk Inc(ADSK), totaling $13.04 Mil. This investment constitutes 1.11% of their stock portfolio, and Disciplined U.S. Growth Equity Portfolio now holds 0.02% of the outstanding Autodesk Inc(ADSK) stock.

The initial trade took place in 2024Q2. And since then Disciplined U.S. Growth Equity Portfolio has made 2 purchases of ADSK, at an average price of $263.08, for a total of 79,695.00 shares. In addition, there have been 1 sales at an average price of $230.51 for 32,135.00 shares. Based on historical transaction data and ADSK's current price of $297.03, Disciplined U.S. Growth Equity Portfolio's estimated gain on his ADSK holdings is $568,305.85, reflecting a 2.71% gain to date.

Disciplined U.S. Growth Equity Portfolio ADSK ($297.03) Holding Chart

Disciplined U.S. Growth Equity Portfolio ADSK ($297.03) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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