IRF
AZPN

IBM Retirement Fund’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

IBM Retirement Fund’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
Q4 		– Sell
-1,925
Closed -$236K – 745
2021
Q3 		$236K Hold
1,925
– – 0.02% 659
2021
Q2 		$265K Sell
1,925
-378
-16% -$52K 0.02% 633
2021
Q1 		$332K Sell
2,303
-182
-7% -$26.2K 0.02% 579
2020
Q4 		$324K Buy
2,485
+290
+13% +$37.8K 0.02% 580
2020
Q3 		$278K Buy
+2,195
New +$278K 0.02% 546

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 $5.72T AUM 30.48% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IBM Retirement Fund's AZPN Position: Q4 2021 in Review

IBM Retirement Fund sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2021, closing a stake of 1,925 shares — an estimated $236K sold.

IBM Retirement Fund first reported a position in AZPN in Q3 2020 and held it in 5 quarters. The position peaked at $332K in Q1 2021. 382 funds tracked by Wall St. Rank hold AZPN as of Q4 2021.

  • IBM Retirement Fund reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 1,925 ASPEN TECHNOLOGY INC shares in Q4 2021, an estimated $236K.
  • IBM Retirement Fund first reported a position in ASPEN TECHNOLOGY INC in Q3 2020 and held it in 5 quarters.
  • IBM Retirement Fund's ASPEN TECHNOLOGY INC position peaked at $332K in Q1 2021.
  • 382 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.