SG
AZPN

SCHF (GPE)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

SCHF (GPE)’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
-306,000
Closed -$39.9M – 19
2020
Q4 		$39.9M Hold
306,000
– – 2.06% 12
2020
Q3 		$38.7M Buy
+306,000
New +$38.7M 1.86% 10

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $2.3T AUM 54.33% 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 $150B AUM 40.08% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

SCHF (GPE)'s AZPN Position: Q1 2021 in Review

SCHF (GPE) sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2021, closing a stake of 306,000 shares — an estimated $39.9M sold.

SCHF (GPE) first reported a position in AZPN in Q3 2020 and held it in 2 quarters. The position peaked at $39.9M in Q4 2020. 376 funds tracked by Wall St. Rank hold AZPN as of Q1 2021.

  • SCHF (GPE) reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2021 after selling out during the quarter.
  • SCHF (GPE) sold 306,000 ASPEN TECHNOLOGY INC shares in Q1 2021, an estimated $39.9M.
  • SCHF (GPE) first reported a position in ASPEN TECHNOLOGY INC in Q3 2020 and held it in 2 quarters.
  • SCHF (GPE)'s ASPEN TECHNOLOGY INC position peaked at $39.9M in Q4 2020.
  • 376 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2021.

Based on SCHF (GPE)'s 13F filing for Q1 2021, filed 17 May 2021.