AP
ANSS

Appleton Partners’s Ansys ANSS Stock Holding History

Appleton Partners’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-566
Closed -$206K – 280
2020
Q4 		$206K Buy
+566
New +$189K 0.02% 268
2014
Q4 		– Sell
-4,750
Closed -$359K – 184
2014
Q3 		$359K Sell
4,750
-3,282
-41% -$257K 0.08% 132
2014
Q2 		$609K Sell
8,032
-60,614
-88% -$4.55M 0.14% 108
2014
Q1 		$5.29M Sell
68,646
-1,493
-2% -$121K 1.25% 36
2013
Q4 		$6.12M Sell
70,139
-306
-0.4% -$26.3K 1.47% 29
2013
Q3 		$6.09M Sell
70,445
-1,265
-2% -$106K 1.63% 22
2013
Q2 		$5.24M Buy
+71,710
New +$5.41M 1.51% 28

Other funds holding ANSS

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Appleton Partners's ANSS Position: Q1 2021 in Review

Appleton Partners sold out of Ansys (ANSS) in Q1 2021, closing a stake of 566 shares — an estimated $206K sold.

Appleton Partners first reported a position in ANSS in Q2 2013 and held it in 7 quarters. The position peaked at $6.12M in Q4 2013. 722 funds tracked by Wall St. Rank hold ANSS as of Q1 2021.

  • Appleton Partners reported no remaining Ansys position as of Q1 2021 after selling out during the quarter.
  • Appleton Partners sold 566 Ansys shares in Q1 2021, an estimated $206K.
  • Appleton Partners first reported a position in Ansys in Q2 2013 and held it in 7 quarters.
  • Appleton Partners's Ansys position peaked at $6.12M in Q4 2013.
  • 722 funds tracked by Wall St. Rank held Ansys as of Q1 2021.

Based on Appleton Partners's 13F filing for Q1 2021, filed 19 Apr 2021.