Boston Trust Walden’s Aspen Technology Inc AZPN Stock Holding History

Boston Trust Walden’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
2024 Q4	–	Sell	-22,852	Closed	-$5.46M	–	393
2024 Q3	$5.46M	Buy	22,852 +1,143	+5%	+$240K	0.04%	224
2024 Q2	$4.31M	Buy	21,709 +380	+2%	+$78.1K	0.03%	228
2024 Q1	$4.55M	Buy	21,329 +1,000	+5%	+$197K	0.03%	228
2023 Q4	$4.48M	Buy	20,329 +1,065	+6%	+$205K	0.03%	226
2023 Q3	$3.93M	Buy	19,264 +56	+0.3%	+$10.5K	0.03%	230
2023 Q2	$3.22M	Buy	19,208 +1,135	+6%	+$211K	0.03%	234
2023 Q1	$4.14M	Sell	18,073 -89,413	-83%	-$18.5M	0.04%	233
2022 Q4	$22.1M	Sell	107,486 -66,548	-38%	-$15.5M	0.19%	163
2022 Q3	$41.5M	Sell	174,034 -28,162	-14%	-$5.86M	0.41%	85
2022 Q2	$37.1M	Buy	+202,196	New	+$36M	0.35%	104

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Trust Walden's AZPN Position: Q4 2024 in Review

Boston Trust Walden sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 22,852 shares — an estimated $5.46M sold.

Boston Trust Walden first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $41.5M in Q3 2022. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

Boston Trust Walden reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
Boston Trust Walden sold 22,852 Aspen Technology Inc shares in Q4 2024, an estimated $5.46M.
Boston Trust Walden first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
Boston Trust Walden's Aspen Technology Inc position peaked at $41.5M in Q3 2022.
449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Boston Trust Walden's 13F filing for Q4 2024, filed 24 Jan 2025.