Winslow Evans & Crocker’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Winslow Evans & Crocker’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	$44K	Hold	334	–	–	0.01%	629
2020 Q3	$42K	Hold	334	–	–	0.01%	493
2020 Q2	$34K	Hold	334	–	–	0.01%	519
2020 Q1	$34K	Hold	334	–	–	0.01%	500
2019 Q4	$42K	Hold	334	–	–	0.01%	535
2019 Q3	$42K	Hold	334	–	–	0.01%	533
2019 Q2	$42K	Hold	334	–	–	0.01%	553
2019 Q1	$36K	Buy	334 +30	+10%	+$3.23K	0.01%	566
2018 Q4	$26K	Hold	304	–	–	0.01%	599
2018 Q3	$36K	Hold	304	–	–	0.01%	549
2018 Q2	$30K	Hold	304	–	–	0.01%	608
2018 Q1	$24K	Hold	304	–	–	0.01%	611
2017 Q4	$20.1K	Hold	304	–	–	0.01%	655
2017 Q3	$19.1K	Hold	304	–	–	0.01%	675
2017 Q2	$16.8K	Hold	304	–	–	﹤0.01%	785
2017 Q1	$17.9K	Hold	304	–	–	0.01%	753
2016 Q4	$16.6K	Hold	304	–	–	0.01%	765
2016 Q3	$14.2K	Hold	304	–	–	﹤0.01%	817
2016 Q2	$12.2K	Hold	304	–	–	﹤0.01%	823
2016 Q1	$11K	Hold	304	–	–	﹤0.01%	857
2015 Q4	$11.5K	Hold	304	–	–	﹤0.01%	883
2015 Q3	$11.5K	Hold	304	–	–	﹤0.01%	859
2015 Q2	$13.8K	Hold	304	–	–	﹤0.01%	856
2015 Q1	$11.7K	Hold	304	–	–	﹤0.01%	851
2014 Q4	$10.6K	Sell	304 -216	-42%	-$7.57K	﹤0.01%	874
2014 Q3	$19.6K	Buy	520 +216	+71%	+$8.13K	0.01%	745
2014 Q2	$14.1K	Hold	304	–	–	﹤0.01%	762
2014 Q1	$12.9K	Hold	304	–	–	﹤0.01%	784
2013 Q4	$13K	Buy	+304	New	+$13K	﹤0.01%	842

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

Winslow Evans & Crocker's AZPN Position: Q4 2020 in Review

Winslow Evans & Crocker held its ASPEN TECHNOLOGY INC (AZPN) position steady in Q4 2020 at 334 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #629.

Winslow Evans & Crocker first reported a position in AZPN in Q4 2013 and has held it in 29 quarters since. 357 funds tracked by Wall St. Rank hold AZPN as of Q4 2020.

Winslow Evans & Crocker held 334 shares of ASPEN TECHNOLOGY INC worth $44K as of Q4 2020.
Winslow Evans & Crocker left its ASPEN TECHNOLOGY INC share count unchanged in Q4 2020.
ASPEN TECHNOLOGY INC made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #629 holding.
Winslow Evans & Crocker first reported a position in ASPEN TECHNOLOGY INC in Q4 2013 and has held it in 29 quarters since.
357 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.