Symphony Asset Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Symphony Asset Management’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
2018 Q4	–	Sell	-2,718	Closed	-$309K	–	233
2018 Q3	$309K	Sell	2,718 -1,317	-33%	-$150K	0.08%	142
2018 Q2	$366K	Sell	4,035 -6,117	-60%	-$555K	0.07%	164
2018 Q1	$801K	Buy	10,152 +3,897	+62%	+$307K	0.1%	185
2017 Q4	$414K	Buy	+6,255	New	+$414K	0.04%	283
2015 Q2	–	Sell	-6,785	Closed	-$261K	–	527
2015 Q1	$261K	Buy	6,785 +981	+17%	+$37.7K	0.03%	438
2014 Q4	$203K	Sell	5,804 -22,241	-79%	-$778K	0.03%	384
2014 Q3	$1.06M	Buy	28,045 +11,369	+68%	+$429K	0.11%	177
2014 Q2	$774K	Buy	16,676 +4,094	+33%	+$190K	0.08%	260
2014 Q1	$533K	Buy	+12,582	New	+$533K	0.05%	298

Other funds holding AZPN

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

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

WRF

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Symphony Asset Management's AZPN Position: Q4 2018 in Review

Symphony Asset Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2018, closing a stake of 2,718 shares — an estimated $309K sold.

Symphony Asset Management first reported a position in AZPN in Q1 2014 and held it in 9 quarters. The position peaked at $1.06M in Q3 2014. 299 funds tracked by Wall St. Rank hold AZPN as of Q4 2018.

Symphony Asset Management reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2018 after selling out during the quarter.
Symphony Asset Management sold 2,718 ASPEN TECHNOLOGY INC shares in Q4 2018, an estimated $309K.
Symphony Asset Management first reported a position in ASPEN TECHNOLOGY INC in Q1 2014 and held it in 9 quarters.
Symphony Asset Management's ASPEN TECHNOLOGY INC position peaked at $1.06M in Q3 2014.
299 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2018.

Based on Symphony Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.