CIM
AZPN

Contravisory Investment Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Contravisory Investment Management’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
2021
Q3 		– Sell
-1,245
Closed -$171K – 288
2021
Q2 		$171K Hold
1,245
– – 0.05% 185
2021
Q1 		$180K Hold
1,245
– – 0.06% 173
2020
Q4 		$162K Buy
+1,245
New +$162K 0.05% 168
2016
Q2 		– Sell
-3,810
Closed -$138K – 243
2016
Q1 		$138K Sell
3,810
-1,031
-21% -$37.3K 0.04% 84
2015
Q4 		$183K Buy
+4,841
New +$183K 0.05% 80

Other funds holding AZPN

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Contravisory Investment Management's AZPN Position: Q3 2021 in Review

Contravisory Investment Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2021, closing a stake of 1,245 shares — an estimated $171K sold.

Contravisory Investment Management first reported a position in AZPN in Q4 2015 and held it in 5 quarters. The position peaked at $183K in Q4 2015. 349 funds tracked by Wall St. Rank hold AZPN as of Q3 2021.

  • Contravisory Investment Management reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2021 after selling out during the quarter.
  • Contravisory Investment Management sold 1,245 ASPEN TECHNOLOGY INC shares in Q3 2021, an estimated $171K.
  • Contravisory Investment Management first reported a position in ASPEN TECHNOLOGY INC in Q4 2015 and held it in 5 quarters.
  • Contravisory Investment Management's ASPEN TECHNOLOGY INC position peaked at $183K in Q4 2015.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2021.

Based on Contravisory Investment Management's 13F filing for Q3 2021, filed 12 Oct 2021.