Lake Street Advisors Group’s Ansys ANSS Stock Holding History

Lake Street Advisors Group’s Portfolio ANSS Stock Details ANSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$322K	Buy	955 +178	+23%	+$59.7K	0.01%	425
2024 Q3	$248K	Sell	777 -72	-8%	-$22.9K	0.01%	510
2024 Q2	$273K	Buy	849 +56	+7%	+$18.3K	0.01%	466
2024 Q1	$275K	Buy	793 +47	+6%	+$15.9K	0.01%	480
2023 Q4	$271K	Buy	+746	New	+$221K	0.01%	474
2021 Q3	–	Sell	-713	Closed	-$259K	–	239
2021 Q2	$259K	Buy	713 +7	+1%	+$2.42K	0.02%	271
2021 Q1	$240K	Sell	706 -6	-0.8%	-$2.13K	0.02%	272
2020 Q4	$259K	Buy	712 +1	+0.1%	+$335	0.02%	257
2020 Q3	$233K	Hold	711	–	–	0.02%	239
2020 Q2	$207K	Buy	+711	New	+$189K	0.02%	248
2018 Q1	–	Sell	-1,591	Closed	-$235K	–	317
2017 Q4	$235K	Buy	+1,591	New	+$225K	0.03%	288

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Lake Street Advisors Group's ANSS Position: Q4 2024 in Review

Lake Street Advisors Group increased its Ansys (ANSS) stake by 23% in Q4 2024, buying an estimated $59.7K and bringing the position to 955 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #425.

Lake Street Advisors Group first reported a position in ANSS in Q4 2017 and has held it in 11 quarters since. 872 funds tracked by Wall St. Rank hold ANSS as of Q4 2024.

Lake Street Advisors Group held 955 shares of Ansys worth $322K as of Q4 2024.
Lake Street Advisors Group bought 178 Ansys shares in Q4 2024, an estimated $59.7K.
Ansys made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #425 holding.
Lake Street Advisors Group first reported a position in Ansys in Q4 2017 and has held it in 11 quarters since.
872 funds tracked by Wall St. Rank held Ansys as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.