Principal Financial Group
AZPN

Principal Financial Group’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Principal Financial 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
2022
Q2 		– Sell
-326,390
Closed -$54M – 2734
2022
Q1 		$54M Sell
326,390
-3,348
-1% -$554K 0.03% 428
2021
Q4 		$50.2M Sell
329,738
-10,513
-3% -$1.6M 0.03% 447
2021
Q3 		$41.8M Sell
340,251
-711
-0.2% -$87.3K 0.03% 502
2021
Q2 		$46.9M Buy
340,962
+233,016
+216% +$32M 0.03% 471
2021
Q1 		$15.6M Sell
107,946
-130,259
-55% -$18.8M 0.01% 1124
2020
Q4 		$31M Sell
238,205
-1,738
-0.7% -$226K 0.02% 547
2020
Q3 		$30.4M Sell
239,943
-2,050
-0.8% -$260K 0.03% 506
2020
Q2 		$25.1M Buy
241,993
+59,020
+32% +$6.12M 0.02% 551
2020
Q1 		$17.4M Sell
182,973
-16,334
-8% -$1.55M 0.02% 609
2019
Q4 		$24.1M Sell
199,307
-6,555
-3% -$793K 0.02% 671
2019
Q3 		$25.3M Sell
205,862
-29,330
-12% -$3.61M 0.02% 614
2019
Q2 		$29.2M Sell
235,192
-29,884
-11% -$3.71M 0.03% 564
2019
Q1 		$27.6M Buy
265,076
+7,133
+3% +$744K 0.03% 583
2018
Q4 		$21.2M Sell
257,943
-25,411
-9% -$2.09M 0.02% 665
2018
Q3 		$32.3M Sell
283,354
-26,922
-9% -$3.07M 0.03% 568
2018
Q2 		$28.8M Sell
310,276
-84,277
-21% -$7.82M 0.03% 595
2018
Q1 		$31.1M Sell
394,553
-58,426
-13% -$4.61M 0.03% 556
2017
Q4 		$30M Sell
452,979
-51,249
-10% -$3.39M 0.03% 593
2017
Q3 		$31.7M Sell
504,228
-17,070
-3% -$1.07M 0.03% 554
2017
Q2 		$28.8M Buy
521,298
+185
+0% +$10.2K 0.03% 579
2017
Q1 		$30.7M Sell
521,113
-107,835
-17% -$6.35M 0.04% 500
2016
Q4 		$34.4M Buy
628,948
+17,202
+3% +$941K 0.04% 432
2016
Q3 		$28.6M Buy
611,746
+32,378
+6% +$1.51M 0.04% 494
2016
Q2 		$23.3M Sell
579,368
-17,586
-3% -$708K 0.03% 543
2016
Q1 		$21.6M Sell
596,954
-2,127
-0.4% -$76.8K 0.03% 555
2015
Q4 		$22.6M Buy
599,081
+10,233
+2% +$386K 0.03% 509
2015
Q3 		$22.3M Sell
588,848
-10,522
-2% -$399K 0.04% 501
2015
Q2 		$27.3M Buy
599,370
+29,170
+5% +$1.33M 0.04% 446
2015
Q1 		$21.9M Sell
570,200
-621
-0.1% -$23.9K 0.03% 505
2014
Q4 		$20M Sell
570,821
-551
-0.1% -$19.3K 0.03% 539
2014
Q3 		$21.6M Sell
571,372
-70,903
-11% -$2.67M 0.04% 473
2014
Q2 		$29.8M Sell
642,275
-288,928
-31% -$13.4M 0.05% 375
2014
Q1 		$39.4M Sell
931,203
-14,889
-2% -$631K 0.07% 320
2013
Q4 		$39.5M Buy
946,092
+4,776
+0.5% +$200K 0.07% 312
2013
Q3 		$32.5M Sell
941,316
-104,323
-10% -$3.6M 0.07% 323
2013
Q2 		$30.1M Buy
+1,045,639
New +$30.1M 0.07% 326

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $245M AUM 23.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Principal Financial Group's AZPN Position: Q2 2022 in Review

Principal Financial Group sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 326,390 shares — an estimated $54M sold.

Principal Financial Group first reported a position in AZPN in Q2 2013 and held it in 36 quarters. The position peaked at $54M in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Principal Financial Group reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 326,390 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $54M.
  • Principal Financial Group first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 36 quarters.
  • Principal Financial Group's ASPEN TECHNOLOGY INC position peaked at $54M in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.