Stevard LLC’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Stevard LLC’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
2020 Q4	–	Sell	-1,917	Closed	-$243K	–	168
2020 Q3	$243K	Buy	+1,917	New	+$243K	0.1%	139

Other funds holding AZPN

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

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

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Stevard LLC's AZPN Position: Q4 2020 in Review

Stevard LLC sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2020, closing a stake of 1,917 shares — an estimated $243K sold.

Stevard LLC first reported a position in AZPN in Q3 2020 and held it in 1 quarter. The position peaked at $243K in Q3 2020. 357 funds tracked by Wall St. Rank hold AZPN as of Q4 2020.

Stevard LLC reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2020 after selling out during the quarter.
Stevard LLC sold 1,917 ASPEN TECHNOLOGY INC shares in Q4 2020, an estimated $243K.
Stevard LLC first reported a position in ASPEN TECHNOLOGY INC in Q3 2020 and held it in 1 quarter.
Stevard LLC's ASPEN TECHNOLOGY INC position peaked at $243K in Q3 2020.
357 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2020.

Based on Stevard LLC's 13F filing for Q4 2020, filed 12 Feb 2021.