AS
AZPN

Altshuler Shaham’s Aspen Technology Inc AZPN Stock Holding History

Altshuler Shaham’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-157
Closed -$37K – 625
2022
Q3 		$37K Buy
+157
New +$32.7K ﹤0.01% 283

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Altshuler Shaham's AZPN Position: Q4 2022 in Review

Altshuler Shaham sold out of Aspen Technology Inc (AZPN) in Q4 2022, closing a stake of 157 shares — an estimated $37K sold.

Altshuler Shaham first reported a position in AZPN in Q3 2022 and held it in 1 quarter. The position peaked at $37K in Q3 2022. 384 funds tracked by Wall St. Rank hold AZPN as of Q4 2022.

  • Altshuler Shaham reported no remaining Aspen Technology Inc position as of Q4 2022 after selling out during the quarter.
  • Altshuler Shaham sold 157 Aspen Technology Inc shares in Q4 2022, an estimated $37K.
  • Altshuler Shaham first reported a position in Aspen Technology Inc in Q3 2022 and held it in 1 quarter.
  • Altshuler Shaham's Aspen Technology Inc position peaked at $37K in Q3 2022.
  • 384 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.