Snider Financial Group’s Aspen Technology Inc AZPN Stock Holding History

Snider 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
2024 Q2	–	Sell	-13,029	Closed	-$2.78M	–	66
2024 Q1	$2.78M	Sell	13,029 -3,473	-21%	-$685K	1.16%	27
2023 Q4	$3.63M	Buy	16,502 +822	+5%	+$158K	1.67%	23
2023 Q3	$3.2M	Buy	15,680 +273	+2%	+$51.4K	1.55%	23
2023 Q2	$2.58M	Buy	15,407 +1,867	+14%	+$347K	1.23%	24
2023 Q1	$3.1M	Sell	13,540 -475	-3%	-$98.5K	1.65%	24
2022 Q4	$2.88M	Sell	14,015 -773	-5%	-$180K	1.59%	22
2022 Q3	$3.7M	Buy	+14,788	New	+$3.08M	2.01%	16

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Snider Financial Group's AZPN Position: Q2 2024 in Review

Snider Financial Group sold out of Aspen Technology Inc (AZPN) in Q2 2024, closing a stake of 13,029 shares — an estimated $2.78M sold.

Snider Financial Group first reported a position in AZPN in Q3 2022 and held it in 7 quarters. The position peaked at $3.7M in Q3 2022. 394 funds tracked by Wall St. Rank hold AZPN as of Q2 2024.

Snider Financial Group reported no remaining Aspen Technology Inc position as of Q2 2024 after selling out during the quarter.
Snider Financial Group sold 13,029 Aspen Technology Inc shares in Q2 2024, an estimated $2.78M.
Snider Financial Group first reported a position in Aspen Technology Inc in Q3 2022 and held it in 7 quarters.
Snider Financial Group's Aspen Technology Inc position peaked at $3.7M in Q3 2022.
394 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2024.

Based on Snider Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.