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
2021
Q2 		– Sell
-75
Closed -$11K – 486
2021
Q1 		$11K Hold
75
– – ﹤0.01% 420
2020
Q4 		$10K Hold
75
– – ﹤0.01% 442
2020
Q3 		$9K Buy
+75
New +$9K ﹤0.01% 444
2016
Q3 		– Sell
-12,300
Closed -$495K – 378
2016
Q2 		$495K Buy
12,300
+6,696
+119% +$269K 0.08% 235
2016
Q1 		$202K Buy
+5,604
New +$202K 0.03% 304

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Essex Investment Management's AZPN Position: Q2 2021 in Review

Essex Investment Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2021, closing a stake of 75 shares — an estimated $11K sold.

Essex Investment Management first reported a position in AZPN in Q1 2016 and held it in 5 quarters. The position peaked at $495K in Q2 2016. 365 funds tracked by Wall St. Rank hold AZPN as of Q2 2021.

  • Essex Investment Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2021 after selling out during the quarter.
  • Essex Investment Management sold 75 ASPEN TECHNOLOGY INC shares in Q2 2021, an estimated $11K.
  • Essex Investment Management first reported a position in ASPEN TECHNOLOGY INC in Q1 2016 and held it in 5 quarters.
  • Essex Investment Management's ASPEN TECHNOLOGY INC position peaked at $495K in Q2 2016.
  • 365 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2021.

Based on Essex Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.