Marshall Wace’s ASPEN GROUP, INC. ASPU Stock Holding History

Marshall Wace’s Portfolio ASPU Stock Details ASPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-41,751	Closed	-$233K	–	4456
2021 Q3	$233K	Buy	+41,751	New	+$252K	﹤0.01%	2750
2020 Q1	–	Sell	-40,020	Closed	-$320K	–	2183
2019 Q4	$320K	Buy	+40,020	New	+$261K	﹤0.01%	1258

Other funds holding ASPU

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

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

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $88.2M AUM 25.13% 1-Year Est. Return

Marshall Wace's ASPU Position: Q4 2021 in Review

Marshall Wace sold out of ASPEN GROUP, INC. (ASPU) in Q4 2021, closing a stake of 41,751 shares — an estimated $233K sold.

Marshall Wace first reported a position in ASPU in Q4 2019 and held it in 2 quarters. The position peaked at $320K in Q4 2019. 48 funds tracked by Wall St. Rank hold ASPU as of Q4 2021.

Marshall Wace reported no remaining ASPEN GROUP, INC. position as of Q4 2021 after selling out during the quarter.
Marshall Wace sold 41,751 ASPEN GROUP, INC. shares in Q4 2021, an estimated $233K.
Marshall Wace first reported a position in ASPEN GROUP, INC. in Q4 2019 and held it in 2 quarters.
Marshall Wace's ASPEN GROUP, INC. position peaked at $320K in Q4 2019.
48 funds tracked by Wall St. Rank held ASPEN GROUP, INC. as of Q4 2021.

Based on Marshall Wace's 13F filing for Q4 2021, filed 14 Feb 2022.