EIM
AZPN

Essex Investment Management’s Aspen Technology Inc AZPN Stock Holding History

Essex Investment 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
Q4 		– Sell
-5,500
Closed -$1.12M – 382
2023
Q3 		$1.12M Buy
+5,500
New +$1.04M 0.18% 178

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Morgan Stanley
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Essex Investment Management's AZPN Position: Q4 2023 in Review

Essex Investment Management sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 5,500 shares — an estimated $1.12M sold.

Essex Investment Management first reported a position in AZPN in Q3 2023 and held it in 1 quarter. The position peaked at $1.12M in Q3 2023. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

  • Essex Investment Management reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 5,500 Aspen Technology Inc shares in Q4 2023, an estimated $1.12M.
  • Essex Investment Management first reported a position in Aspen Technology Inc in Q3 2023 and held it in 1 quarter.
  • Essex Investment Management's Aspen Technology Inc position peaked at $1.12M in Q3 2023.
  • 369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.