UBS Group
AZPN

UBS Group’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

UBS 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
2022
Q1 		– Sell
-18,000
Closed -$2.74M – 11660
2021
Q4 		$2.74M Buy
+18,000
New +$2.74M ﹤0.01% 3457
2019
Q3 		– Sell
-12,000
Closed -$1.49M – 8649
2019
Q2 		$1.49M Buy
+12,000
New +$1.49M ﹤0.01% 3406

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

UBS Group's AZPN Position: Q2 2022 in Review

UBS Group sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 37,957 shares — an estimated $6.28M sold.

UBS Group first reported a position in AZPN in Q4 2014 and held it in 30 quarters. The position peaked at $6.92M in Q3 2018. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • UBS Group reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • UBS Group sold 37,957 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $6.28M.
  • UBS Group first reported a position in ASPEN TECHNOLOGY INC in Q4 2014 and held it in 30 quarters.
  • UBS Group's ASPEN TECHNOLOGY INC position peaked at $6.92M in Q3 2018.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on UBS Group's 13F filing for Q2 2022, filed 10 Aug 2022.