SBL
AZPN

Sargent Bickham Lagudis’s Aspen Technology Inc AZPN Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$29K Hold
141
– – ﹤0.01% 537
2022
Q3 		$34K Sell
141
-23
-14% -$4.78K ﹤0.01% 486
2022
Q2 		$30K Buy
+164
New +$29.2K ﹤0.01% 522

Other funds holding AZPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Sargent Bickham Lagudis's AZPN Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Aspen Technology Inc (AZPN) position steady in Q4 2022 at 141 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Sargent Bickham Lagudis first reported a position in AZPN in Q2 2022 and has held it in 3 quarters since. The position peaked at $34K in Q3 2022. 384 funds tracked by Wall St. Rank hold AZPN as of Q4 2022.

  • Sargent Bickham Lagudis held 141 shares of Aspen Technology Inc worth $29K as of Q4 2022.
  • Sargent Bickham Lagudis left its Aspen Technology Inc share count unchanged in Q4 2022.
  • Aspen Technology Inc made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #537 holding.
  • Sargent Bickham Lagudis first reported a position in Aspen Technology Inc in Q2 2022 and has held it in 3 quarters since.
  • Sargent Bickham Lagudis's Aspen Technology Inc position peaked at $34K in Q3 2022.
  • 384 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.