MIH
AZPN

Meitav Investment House’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Meitav Investment House’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
2021
Q1 		– Sell
-5,810
Closed -$757K – 516
2020
Q4 		$757K Sell
5,810
-125
-2% -$16.3K 0.03% 212
2020
Q3 		$751K Buy
5,935
+3,136
+112% +$397K 0.04% 190
2020
Q2 		$290K Buy
+2,799
New +$290K 0.02% 319
2020
Q1 		– Sell
-1,909
Closed -$231K – 485
2019
Q4 		$231K Sell
1,909
-235
-11% -$28.4K 0.02% 380
2019
Q3 		$267K Sell
2,144
-86
-4% -$10.7K 0.02% 359
2019
Q2 		$271K Buy
+2,230
New +$271K 0.02% 348

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Meitav Investment House's AZPN Position: Q1 2021 in Review

Meitav Investment House sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2021, closing a stake of 5,810 shares — an estimated $757K sold.

Meitav Investment House first reported a position in AZPN in Q2 2019 and held it in 6 quarters. The position peaked at $757K in Q4 2020. 376 funds tracked by Wall St. Rank hold AZPN as of Q1 2021.

  • Meitav Investment House reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2021 after selling out during the quarter.
  • Meitav Investment House sold 5,810 ASPEN TECHNOLOGY INC shares in Q1 2021, an estimated $757K.
  • Meitav Investment House first reported a position in ASPEN TECHNOLOGY INC in Q2 2019 and held it in 6 quarters.
  • Meitav Investment House's ASPEN TECHNOLOGY INC position peaked at $757K in Q4 2020.
  • 376 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2021.

Based on Meitav Investment House's 13F filing for Q1 2021, filed 6 May 2021.