ET
ANSS

Equitable Trust’s Ansys ANSS Stock Holding History

Equitable Trust’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-969
Closed -$215K – 392
2022
Q3 		$215K Sell
969
-110
-10% -$28.1K 0.02% 359
2022
Q2 		$258K Sell
1,079
-1,494
-58% -$395K 0.02% 340
2022
Q1 		$817K Sell
2,573
-558
-18% -$182K 0.05% 193
2021
Q4 		$1.26M Sell
3,131
-4,300
-58% -$1.65M 0.08% 159
2021
Q3 		$2.53M Sell
7,431
-377
-5% -$136K 0.16% 118
2021
Q2 		$2.71M Sell
7,808
-179
-2% -$61.9K 0.17% 115
2021
Q1 		$2.71M Sell
7,987
-2,375
-23% -$844K 0.2% 116
2020
Q4 		$3.77M Buy
10,362
+212
+2% +$71K 0.28% 95
2020
Q3 		$3.32M Buy
10,150
+79
+0.8% +$24.7K 0.28% 92
2020
Q2 		$2.94M Buy
10,071
+4,797
+91% +$1.28M 0.27% 95
2020
Q1 		$1.23M Buy
+5,274
New +$1.36M 0.13% 134

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Equitable Trust's ANSS Position: Q4 2022 in Review

Equitable Trust sold out of Ansys (ANSS) in Q4 2022, closing a stake of 969 shares — an estimated $215K sold.

Equitable Trust first reported a position in ANSS in Q1 2020 and held it in 11 quarters. The position peaked at $3.77M in Q4 2020. 757 funds tracked by Wall St. Rank hold ANSS as of Q4 2022.

  • Equitable Trust reported no remaining Ansys position as of Q4 2022 after selling out during the quarter.
  • Equitable Trust sold 969 Ansys shares in Q4 2022, an estimated $215K.
  • Equitable Trust first reported a position in Ansys in Q1 2020 and held it in 11 quarters.
  • Equitable Trust's Ansys position peaked at $3.77M in Q4 2020.
  • 757 funds tracked by Wall St. Rank held Ansys as of Q4 2022.

Based on Equitable Trust's 13F filing for Q4 2022, filed 17 Feb 2023.