Lee Financial’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Lee Financial’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 Q3	–	Sell	-103	Closed	-$10K	–	832
2018 Q2	$10K	Hold	103	–	–	﹤0.01%	492
2018 Q1	$8K	Buy	+103	New	+$8K	﹤0.01%	553

Other funds holding AZPN

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

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 New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Lee Financial's AZPN Position: Q3 2018 in Review

Lee Financial sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2018, closing a stake of 103 shares — an estimated $10K sold.

Lee Financial first reported a position in AZPN in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 327 funds tracked by Wall St. Rank hold AZPN as of Q3 2018.

Lee Financial reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 103 ASPEN TECHNOLOGY INC shares in Q3 2018, an estimated $10K.
Lee Financial first reported a position in ASPEN TECHNOLOGY INC in Q1 2018 and held it in 2 quarters.
Lee Financial's ASPEN TECHNOLOGY INC position peaked at $10K in Q2 2018.
327 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.