BTW
AZPN

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
2022
Q2 		– Sell
-400,263
Closed -$66.2M – 395
2022
Q1 		$66.2M Buy
400,263
+44,331
+12% +$7.33M 0.55% 58
2021
Q4 		$54.2M Sell
355,932
-17,320
-5% -$2.64M 0.44% 76
2021
Q3 		$45.8M Buy
373,252
+28,809
+8% +$3.54M 0.41% 88
2021
Q2 		$47.4M Buy
344,443
+55,536
+19% +$7.64M 0.42% 82
2021
Q1 		$41.7M Buy
288,907
+35,399
+14% +$5.11M 0.4% 81
2020
Q4 		$33M Buy
253,508
+43,577
+21% +$5.68M 0.35% 95
2020
Q3 		$26.6M Buy
209,931
+7,416
+4% +$939K 0.33% 98
2020
Q2 		$21M Buy
202,515
+4,097
+2% +$424K 0.28% 113
2020
Q1 		$18.9M Buy
198,418
+12,207
+7% +$1.16M 0.3% 104
2019
Q4 		$22.5M Buy
186,211
+5,404
+3% +$653K 0.26% 120
2019
Q3 		$22.3M Buy
180,807
+14,785
+9% +$1.82M 0.28% 108
2019
Q2 		$20.6M Sell
166,022
-208,587
-56% -$25.9M 0.27% 111
2019
Q1 		$39.1M Buy
374,609
+5,360
+1% +$559K 0.53% 53
2018
Q4 		$30.3M Sell
369,249
-5,370
-1% -$441K 0.48% 63
2018
Q3 		$42.7M Sell
374,619
-41,353
-10% -$4.71M 0.59% 51
2018
Q2 		$38.6M Sell
415,972
-98,117
-19% -$9.1M 0.57% 50
2018
Q1 		$40.6M Sell
514,089
-25,844
-5% -$2.04M 0.62% 43
2017
Q4 		$35.7M Sell
539,933
-6,288
-1% -$416K 0.52% 56
2017
Q3 		$34.3M Buy
546,221
+5,767
+1% +$362K 0.53% 58
2017
Q2 		$29.9M Sell
540,454
-107,424
-17% -$5.94M 0.48% 66
2017
Q1 		$38.2M Sell
647,878
-55,106
-8% -$3.25M 0.59% 53
2016
Q4 		$38.4M Sell
702,984
-19,865
-3% -$1.09M 0.61% 46
2016
Q3 		$33.8M Buy
722,849
+83,533
+13% +$3.91M 0.56% 54
2016
Q2 		$25.7M Buy
+639,316
New +$25.7M 0.44% 81

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $245M AUM 23.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Boston Trust Walden's AZPN Position: Q2 2022 in Review

Boston Trust Walden sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 400,263 shares — an estimated $66.2M sold.

Boston Trust Walden first reported a position in AZPN in Q2 2016 and held it in 24 quarters. The position peaked at $66.2M in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Boston Trust Walden reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Boston Trust Walden sold 400,263 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $66.2M.
  • Boston Trust Walden first reported a position in ASPEN TECHNOLOGY INC in Q2 2016 and held it in 24 quarters.
  • Boston Trust Walden's ASPEN TECHNOLOGY INC position peaked at $66.2M in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Boston Trust Walden's 13F filing for Q2 2022, filed 22 Jul 2022.