EIP
AZPN

Epoch Investment Partners’s Aspen Technology Inc AZPN Stock Holding History

Epoch Investment Partners’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
2024
Q1 		– Sell
-1,270
Closed -$280K – 434
2023
Q4 		$280K Sell
1,270
-227
-15% -$43.7K ﹤0.01% 397
2023
Q3 		$306K Buy
1,497
+8
+0.5% +$1.51K ﹤0.01% 400
2023
Q2 		$250K Buy
+1,489
New +$276K ﹤0.01% 428

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Epoch Investment Partners's AZPN Position: Q1 2024 in Review

Epoch Investment Partners sold out of Aspen Technology Inc (AZPN) in Q1 2024, closing a stake of 1,270 shares — an estimated $280K sold.

Epoch Investment Partners first reported a position in AZPN in Q2 2023 and held it in 3 quarters. The position peaked at $306K in Q3 2023. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • Epoch Investment Partners reported no remaining Aspen Technology Inc position as of Q1 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 1,270 Aspen Technology Inc shares in Q1 2024, an estimated $280K.
  • Epoch Investment Partners first reported a position in Aspen Technology Inc in Q2 2023 and held it in 3 quarters.
  • Epoch Investment Partners's Aspen Technology Inc position peaked at $306K in Q3 2023.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on Epoch Investment Partners's 13F filing for Q1 2024, filed 14 May 2024.