Schroder Investment Management Group
AZPN

Schroder Investment Management Group’s Aspen Technology Inc AZPN Stock Holding History

Schroder Investment Management 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
2023
Q4 		– Sell
-1,634
Closed -$334K – 1288
2023
Q3 		$334K Sell
1,634
-361
-18% -$68K ﹤0.01% 1138
2023
Q2 		$334K Buy
1,995
+101
+5% +$18.8K ﹤0.01% 1158
2023
Q1 		$433K Buy
1,894
+373
+25% +$77.4K ﹤0.01% 1154
2022
Q4 		$312K Sell
1,521
-680
-31% -$158K ﹤0.01% 1217
2022
Q3 		$524K Buy
+2,201
New +$458K ﹤0.01% 1136

Other funds holding AZPN

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Vanguard Group
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State Street
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schroder Investment Management Group's AZPN Position: Q4 2023 in Review

Schroder Investment Management Group sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 1,634 shares — an estimated $334K sold.

Schroder Investment Management Group first reported a position in AZPN in Q3 2022 and held it in 5 quarters. The position peaked at $524K in Q3 2022. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

  • Schroder Investment Management Group reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
  • Schroder Investment Management Group sold 1,634 Aspen Technology Inc shares in Q4 2023, an estimated $334K.
  • Schroder Investment Management Group first reported a position in Aspen Technology Inc in Q3 2022 and held it in 5 quarters.
  • Schroder Investment Management Group's Aspen Technology Inc position peaked at $524K in Q3 2022.
  • 369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on Schroder Investment Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.