Capital Research Global Investors
AZPN

Capital Research Global Investors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Capital Research Global Investors’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
-504,050
Closed -$83.4M – 461
2022
Q1 		$83.4M Sell
504,050
-133,368
-21% -$22.1M 0.02% 322
2021
Q4 		$97M Sell
637,418
-165,810
-21% -$25.2M 0.02% 322
2021
Q3 		$98.6M Sell
803,228
-14,855
-2% -$1.82M 0.02% 312
2021
Q2 		$113M Sell
818,083
-564,899
-41% -$77.7M 0.03% 300
2021
Q1 		$200M Buy
1,382,982
+603,914
+78% +$87.2M 0.05% 245
2020
Q4 		$101M Sell
779,068
-670
-0.1% -$87.3K 0.03% 291
2020
Q3 		$98.7M Sell
779,738
-566
-0.1% -$71.7K 0.03% 271
2020
Q2 		$80.8M Sell
780,304
-6,593
-0.8% -$683K 0.03% 280
2020
Q1 		$74.8M Buy
+786,897
New +$74.8M 0.03% 261

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 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 $2.35B AUM 49.85% 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

Capital Research Global Investors's AZPN Position: Q2 2022 in Review

Capital Research Global Investors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 504,050 shares — an estimated $83.4M sold.

Capital Research Global Investors first reported a position in AZPN in Q1 2020 and held it in 9 quarters. The position peaked at $200M in Q1 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Capital Research Global Investors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Capital Research Global Investors sold 504,050 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $83.4M.
  • Capital Research Global Investors first reported a position in ASPEN TECHNOLOGY INC in Q1 2020 and held it in 9 quarters.
  • Capital Research Global Investors's ASPEN TECHNOLOGY INC position peaked at $200M in Q1 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Capital Research Global Investors's 13F filing for Q2 2022, filed 15 Aug 2022.