CF
AZPN

CNA Financial’s Aspen Technology Inc AZPN Stock Holding History

CNA Financial’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
2023
Q1 		– Sell
-2,102
Closed -$432K – 79
2022
Q4 		$432K Sell
2,102
-1,601
-43% -$372K 0.26% 39
2022
Q3 		$882K Sell
3,703
-213
-5% -$44.3K 0.34% 42
2022
Q2 		$719K Buy
+3,916
New +$696K 0.25% 85

Other funds holding AZPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CNA Financial's AZPN Position: Q1 2023 in Review

CNA Financial sold out of Aspen Technology Inc (AZPN) in Q1 2023, closing a stake of 2,102 shares — an estimated $432K sold.

CNA Financial first reported a position in AZPN in Q2 2022 and held it in 3 quarters. The position peaked at $882K in Q3 2022. 373 funds tracked by Wall St. Rank hold AZPN as of Q1 2023.

  • CNA Financial reported no remaining Aspen Technology Inc position as of Q1 2023 after selling out during the quarter.
  • CNA Financial sold 2,102 Aspen Technology Inc shares in Q1 2023, an estimated $432K.
  • CNA Financial first reported a position in Aspen Technology Inc in Q2 2022 and held it in 3 quarters.
  • CNA Financial's Aspen Technology Inc position peaked at $882K in Q3 2022.
  • 373 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2023.

Based on CNA Financial's 13F filing for Q1 2023, filed 11 May 2023.