CT
ANSS

Caldwell Trust’s Ansys ANSS Stock Holding History

Caldwell Trust’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
2022
Q2 		– Sell
-5
Closed -$1.59K – 741
2022
Q1 		$1.59K Hold
5
– – ﹤0.01% 722
2021
Q4 		$2.01K Hold
5
– – ﹤0.01% 710
2021
Q3 		$1.7K Hold
5
– – ﹤0.01% 708
2021
Q2 		$1.74K Buy
+5
New +$1.73K ﹤0.01% 716
2020
Q1 		– Sell
-108
Closed -$27.8K – 797
2019
Q4 		$27.8K Buy
+108
New +$25.5K ﹤0.01% 543

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Caldwell Trust's ANSS Position: Q2 2022 in Review

Caldwell Trust sold out of Ansys (ANSS) in Q2 2022, closing a stake of 5 shares — an estimated $1.59K sold.

Caldwell Trust first reported a position in ANSS in Q4 2019 and held it in 5 quarters. The position peaked at $27.8K in Q4 2019. 739 funds tracked by Wall St. Rank hold ANSS as of Q2 2022.

  • Caldwell Trust reported no remaining Ansys position as of Q2 2022 after selling out during the quarter.
  • Caldwell Trust sold 5 Ansys shares in Q2 2022, an estimated $1.59K.
  • Caldwell Trust first reported a position in Ansys in Q4 2019 and held it in 5 quarters.
  • Caldwell Trust's Ansys position peaked at $27.8K in Q4 2019.
  • 739 funds tracked by Wall St. Rank held Ansys as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.