Copeland Capital Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Copeland Capital 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
2023 Q3	–	Sell	-20	Closed	-$3.35K	–	326
2023 Q2	$3.35K	Buy	+20	New	+$3.35K	﹤0.01%	258

Other funds holding AZPN

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Copeland Capital Management's AZPN Position: Q3 2023 in Review

Copeland Capital Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2023, closing a stake of 20 shares — an estimated $3.35K sold.

Copeland Capital Management first reported a position in AZPN in Q2 2023 and held it in 1 quarter. The position peaked at $3.35K in Q2 2023. 2 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

Copeland Capital Management reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2023 after selling out during the quarter.
Copeland Capital Management sold 20 ASPEN TECHNOLOGY INC shares in Q3 2023, an estimated $3.35K.
Copeland Capital Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2023 and held it in 1 quarter.
Copeland Capital Management's ASPEN TECHNOLOGY INC position peaked at $3.35K in Q2 2023.
2 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2023.

Based on Copeland Capital Management's 13F filing for Q3 2023, filed 23 Oct 2023.