FIM
AZPN

Foresters Investment Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Foresters 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
2019
Q3 		$12.7M Buy
103,000
+300
+0.3% +$36.9K 0.25% 140
2019
Q2 		$12.8M Sell
102,700
-1,800
-2% -$224K 0.23% 147
2019
Q1 		$10.9M Buy
104,500
+10,350
+11% +$1.08M 0.19% 172
2018
Q4 		$7.74M Buy
+94,150
New +$7.74M 0.15% 209

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Foresters Investment Management's AZPN Position: Q3 2019 in Review

Foresters Investment Management increased its ASPEN TECHNOLOGY INC (AZPN) stake by 0.29% in Q3 2019, buying an estimated $36.9K and bringing the position to 103,000 shares worth $12.7M. The position accounts for 0.25% of the portfolio, ranked #140.

Foresters Investment Management first reported a position in AZPN in Q4 2018 and has held it in 4 quarters since. The position peaked at $12.8M in Q2 2019. 351 funds tracked by Wall St. Rank hold AZPN as of Q3 2019.

  • Foresters Investment Management held 103,000 shares of ASPEN TECHNOLOGY INC worth $12.7M as of Q3 2019.
  • Foresters Investment Management bought 300 ASPEN TECHNOLOGY INC shares in Q3 2019, an estimated $36.9K.
  • ASPEN TECHNOLOGY INC made up 0.25% of Foresters Investment Management's portfolio in Q3 2019, its #140 holding.
  • Foresters Investment Management first reported a position in ASPEN TECHNOLOGY INC in Q4 2018 and has held it in 4 quarters since.
  • Foresters Investment Management's ASPEN TECHNOLOGY INC position peaked at $12.8M in Q2 2019.
  • 351 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.