EVM
AZPN

Eaton Vance Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Eaton Vance 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
2022
Q2 		– Sell
-24,240
Closed -$4.01M – 1860
2022
Q1 		$4.01M Buy
24,240
+14,396
+146% +$2.38M ﹤0.01% 957
2021
Q4 		$1.5M Buy
9,844
+335
+4% +$51K ﹤0.01% 1092
2021
Q3 		$1.14M Buy
9,509
+22
+0.2% +$2.65K ﹤0.01% 1062
2021
Q2 		$1.3M Sell
9,487
-114
-1% -$15.7K ﹤0.01% 1118
2021
Q1 		$1.39M Buy
9,601
+245
+3% +$35.4K ﹤0.01% 1053
2020
Q4 		$1.22M Hold
9,356
– – ﹤0.01% 1032
2020
Q3 		$1.18M Hold
9,356
– – ﹤0.01% 952
2020
Q2 		$969K Sell
9,356
-47
-0.5% -$4.87K ﹤0.01% 969
2020
Q1 		$894K Sell
9,403
-6
-0.1% -$570 ﹤0.01% 936
2019
Q4 		$1.14M Buy
9,409
+36
+0.4% +$4.35K ﹤0.01% 951
2019
Q3 		$1.15M Buy
9,373
+35
+0.4% +$4.31K ﹤0.01% 920
2019
Q2 		$1.16M Buy
+9,338
New +$1.16M ﹤0.01% 914

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 $1.6B AUM 20.7% 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 $214M AUM 18.82% 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

Eaton Vance Management's AZPN Position: Q2 2022 in Review

Eaton Vance Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 24,240 shares — an estimated $4.01M sold.

Eaton Vance Management first reported a position in AZPN in Q2 2019 and held it in 12 quarters. The position peaked at $4.01M in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Eaton Vance Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Eaton Vance Management sold 24,240 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $4.01M.
  • Eaton Vance Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2019 and held it in 12 quarters.
  • Eaton Vance Management's ASPEN TECHNOLOGY INC position peaked at $4.01M in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.