Lake Street Advisors Group’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Lake Street Advisors Group’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
2020 Q1	–	Sell	-1,998	Closed	-$242K	–	294
2019 Q4	$242K	Hold	1,998	–	–	0.02%	217
2019 Q3	$246K	Hold	1,998	–	–	0.03%	186
2019 Q2	$248K	Buy	1,998 +42	+2%	+$5.21K	0.03%	180
2019 Q1	$204K	Buy	+1,956	New	+$204K	0.02%	218
2018 Q4	–	Sell	-1,956	Closed	-$223K	–	232
2018 Q3	$223K	Buy	+1,956	New	+$223K	0.02%	179
2018 Q2	–	Sell	-3,384	Closed	-$267K	–	362
2018 Q1	$267K	Buy	+3,384	New	+$267K	0.03%	230

Other funds holding AZPN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Lake Street Advisors Group's AZPN Position: Q1 2020 in Review

Lake Street Advisors Group sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2020, closing a stake of 1,998 shares — an estimated $242K sold.

Lake Street Advisors Group first reported a position in AZPN in Q1 2018 and held it in 6 quarters. The position peaked at $267K in Q1 2018. 298 funds tracked by Wall St. Rank hold AZPN as of Q1 2020.

Lake Street Advisors Group reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2020 after selling out during the quarter.
Lake Street Advisors Group sold 1,998 ASPEN TECHNOLOGY INC shares in Q1 2020, an estimated $242K.
Lake Street Advisors Group first reported a position in ASPEN TECHNOLOGY INC in Q1 2018 and held it in 6 quarters.
Lake Street Advisors Group's ASPEN TECHNOLOGY INC position peaked at $267K in Q1 2018.
298 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2020.

Based on Lake Street Advisors Group's 13F filing for Q1 2020, filed 14 May 2020.