KI
AZPN

Koch Industries’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-13,286
Closed -$1.05M – 862
2018
Q1 		$1.05M Buy
13,286
+5,655
+74% +$446K 0.11% 112
2017
Q4 		$505K Sell
7,631
-4,044
-35% -$268K 0.07% 231
2017
Q3 		$734K Sell
11,675
-9,387
-45% -$590K 0.17% 86
2017
Q2 		$1.16M Buy
21,062
+7,860
+60% +$434K 0.32% 25
2017
Q1 		$778K Buy
13,202
+8,077
+158% +$476K 0.66% 10
2016
Q4 		$280K Buy
+5,125
New +$280K 0.64% 16

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Koch Industries's AZPN Position: Q2 2018 in Review

Koch Industries sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2018, closing a stake of 13,286 shares — an estimated $1.05M sold.

Koch Industries first reported a position in AZPN in Q4 2016 and held it in 6 quarters. The position peaked at $1.16M in Q2 2017. 298 funds tracked by Wall St. Rank hold AZPN as of Q2 2018.

  • Koch Industries reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 13,286 ASPEN TECHNOLOGY INC shares in Q2 2018, an estimated $1.05M.
  • Koch Industries first reported a position in ASPEN TECHNOLOGY INC in Q4 2016 and held it in 6 quarters.
  • Koch Industries's ASPEN TECHNOLOGY INC position peaked at $1.16M in Q2 2017.
  • 298 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.