CGT
AZPN

Capital Guardian Trust’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Capital Guardian Trust’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
2018
Q4 		– Sell
-513
Closed -$58K – 517
2018
Q3 		$58K Buy
+513
New +$58K ﹤0.01% 325
2015
Q2 		– Sell
-60
Closed -$2K – 795
2015
Q1 		$2K Buy
+60
New +$2K ﹤0.01% 752

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Guardian Trust's AZPN Position: Q4 2018 in Review

Capital Guardian Trust sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2018, closing a stake of 513 shares — an estimated $58K sold.

Capital Guardian Trust first reported a position in AZPN in Q1 2015 and held it in 2 quarters. The position peaked at $58K in Q3 2018. 299 funds tracked by Wall St. Rank hold AZPN as of Q4 2018.

  • Capital Guardian Trust reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2018 after selling out during the quarter.
  • Capital Guardian Trust sold 513 ASPEN TECHNOLOGY INC shares in Q4 2018, an estimated $58K.
  • Capital Guardian Trust first reported a position in ASPEN TECHNOLOGY INC in Q1 2015 and held it in 2 quarters.
  • Capital Guardian Trust's ASPEN TECHNOLOGY INC position peaked at $58K in Q3 2018.
  • 299 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.