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
2022
Q2 		– Sell
-9,363
Closed -$1.55M – 460
2022
Q1 		$1.55M Sell
9,363
-1,049,072
-99% -$174M 0.01% 348
2021
Q4 		$161M Buy
1,058,435
+791,211
+296% +$120M 0.82% 28
2021
Q3 		$32.8M Sell
267,224
-24,691
-8% -$3.03M 0.18% 166
2021
Q2 		$40.1M Sell
291,915
-137,476
-32% -$18.9M 0.22% 139
2021
Q1 		$62M Sell
429,391
-134,776
-24% -$19.5M 0.29% 120
2020
Q4 		$73.5M Sell
564,167
-142,486
-20% -$18.6M 0.34% 109
2020
Q3 		$89.5M Buy
706,653
+150,367
+27% +$19M 0.45% 80
2020
Q2 		$57.6M Buy
556,286
+112,137
+25% +$11.6M 0.3% 119
2020
Q1 		$42.2M Buy
+444,149
New +$42.2M 0.26% 116
2016
Q1 		– Sell
-49,782
Closed -$1.88M – 310
2015
Q4 		$1.88M Buy
+49,782
New +$1.88M 0.01% 224

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 $1.88B AUM 29.07% 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

Epoch Investment Partners's AZPN Position: Q2 2022 in Review

Epoch Investment Partners sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 9,363 shares — an estimated $1.55M sold.

Epoch Investment Partners first reported a position in AZPN in Q4 2015 and held it in 10 quarters. The position peaked at $161M in Q4 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Epoch Investment Partners reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Epoch Investment Partners sold 9,363 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $1.55M.
  • Epoch Investment Partners first reported a position in ASPEN TECHNOLOGY INC in Q4 2015 and held it in 10 quarters.
  • Epoch Investment Partners's ASPEN TECHNOLOGY INC position peaked at $161M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Epoch Investment Partners's 13F filing for Q2 2022, filed 15 Aug 2022.